Signet Financial Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-45
| Closed | -$3K | – | 1058 |
|
|
2021
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 1262 |
|
|
2018
Q4 | – | Sell |
-441
| Closed | -$50K | – | 662 |
|
|
2018
Q3 | $50K | Buy |
441
+95
| +27% | +$10.8K | 0.01% | 389 |
|
|
2018
Q2 | $39K | Sell |
346
-50
| -13% | -$5.64K | 0.01% | 422 |
|
|
2018
Q1 | $38K | Buy |
+396
| New | +$38K | 0.01% | 387 |
|