Raab & Moskowitz Asset Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-58
| Closed | -$6K | – | 417 |
|
|
2019
Q4 | $6K | Buy |
+58
| New | +$6K | ﹤0.01% | 437 |
|
|
2018
Q4 | – | Sell |
-154
| Closed | -$17K | – | 421 |
|
|
2018
Q3 | $17K | Buy |
+154
| New | +$17K | 0.01% | 367 |
|
|
2015
Q1 | – | Sell |
-302
| Closed | -$22K | – | 314 |
|
|
2014
Q4 | $22K | Buy |
+302
| New | +$22K | 0.01% | 264 |
|