Sierra Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-411
| Closed | -$43K | – | 475 |
|
|
2022
Q4 | $43K | Hold |
411
| – | – | 0.01% | 268 |
|
|
2022
Q3 | $33K | Sell |
411
-123
| -23% | -$9.88K | 0.01% | 291 |
|
|
2022
Q2 | $44K | Sell |
534
-1
| -0.2% | -$82 | 0.01% | 337 |
|
|
2022
Q1 | $46K | Buy |
535
+17
| +3% | +$1.46K | 0.01% | 357 |
|
|
2021
Q4 | $38K | Buy |
+518
| New | +$38K | 0.01% | 364 |
|