Samalin Investment Counsel’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,554
Closed -$219K 251
2021
Q2
$219K Buy
2,554
+4
+0.2% +$343 0.14% 214
2021
Q1
$207K Buy
+2,550
New +$207K 0.14% 214
2020
Q1
Sell
-1,846
Closed -$205K 433
2019
Q4
$205K Buy
+1,846
New +$205K 0.17% 150