Psagot Value Holdings’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27
| Closed | -$4K | – | 93 |
|
|
2024
Q1 | $4K | Hold |
27
| – | – | 0.04% | 56 |
|
|
2023
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 423 |
|
|
2023
Q2 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 407 |
|
|
2019
Q1 | – | Sell |
-1,100
| Closed | -$95K | – | 465 |
|
|
2018
Q4 | $95K | Buy |
+1,100
| New | +$95K | ﹤0.01% | 318 |
|
|
2017
Q1 | – | Sell |
-36
| Closed | -$3K | – | 363 |
|
|
2016
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 344 |
|