Robert N. Shapiro’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $190K | Buy |
2,659
+21
| +0.8% | +$1.5K | 0.04% | 264 |
|
|
2014
Q3 | $215K | Buy |
2,638
+104
| +4% | +$8.48K | 0.04% | 262 |
|
|
2014
Q2 | $204K | Hold |
2,534
| – | – | 0.04% | 270 |
|
|
2014
Q1 | $195K | Sell |
2,534
-1,258
| -33% | -$96.8K | 0.04% | 264 |
|
|
2013
Q4 | $292K | Sell |
3,792
-125
| -3% | -$9.63K | 0.05% | 229 |
|
|
2013
Q3 | $226K | Buy |
3,917
+1,354
| +53% | +$78.1K | 0.04% | 253 |
|
|
2013
Q2 | $151K | Buy |
+2,563
| New | +$151K | 0.03% | 300 |
|