Quad-Cities Investment Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-255
| Closed | -$27K | – | 568 |
|
|
2019
Q3 | $27K | Hold |
255
| – | – | 0.02% | 443 |
|
|
2019
Q2 | $23K | Sell |
255
-475
| -65% | -$42.8K | 0.02% | 474 |
|
|
2019
Q1 | $69K | Sell |
730
-1,016
| -58% | -$96K | 0.06% | 274 |
|
|
2018
Q4 | $151K | Hold |
1,746
| – | – | 0.16% | 143 |
|
|
2018
Q3 | $198K | Hold |
1,746
| – | – | 0.17% | 127 |
|
|
2018
Q2 | $196K | Buy |
+1,746
| New | +$196K | 0.18% | 124 |
|