Risk Paradigm Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,229
| Closed | -$118K | – | 184 |
|
|
2018
Q1 | $118K | Sell |
1,229
-29,379
| -96% | -$2.82M | 0.15% | 106 |
|
|
2017
Q4 | $3.1M | Buy |
30,608
+29,379
| +2,390% | +$2.97M | 3.32% | 3 |
|
|
2017
Q3 | $113K | Sell |
1,229
-88
| -7% | -$8.06K | 0.14% | 103 |
|
|
2017
Q2 | $109K | Sell |
1,317
-214
| -14% | -$17.7K | 0.13% | 112 |
|
|
2017
Q1 | $121K | Buy |
1,531
+731
| +91% | +$57.9K | 0.14% | 96 |
|
|
2016
Q4 | $69.1K | Hold |
800
| – | – | 0.08% | 146 |
|
|
2016
Q3 | $64.4K | Sell |
800
-1,850
| -70% | -$149K | 0.05% | 160 |
|
|
2016
Q2 | $210K | Buy |
2,650
+2,350
| +783% | +$186K | 0.29% | 82 |
|
|
2016
Q1 | $26K | Sell |
300
-84
| -22% | -$7.27K | 0.03% | 160 |
|
|
2015
Q4 | $31.4K | Buy |
384
+46
| +14% | +$3.76K | 0.04% | 155 |
|
|
2015
Q3 | $26K | Buy |
338
+38
| +13% | +$2.92K | 0.05% | 134 |
|
|
2015
Q2 | $24.2K | Hold |
300
| – | – | 0.02% | 152 |
|
|
2015
Q1 | $23.6K | Buy |
+300
| New | +$23.6K | 0.02% | 158 |
|