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Spectrum Asset Management (California)’s Phillips 66 PSX Stock Holding History

Spectrum Asset Management (California)’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-23,308
Closed -$2.6M – 98
2019
Q4 		$2.6M Sell
23,308
-615
-3% -$68.5K 1.43% 20
2019
Q3 		$2.45M Hold
23,923
– – 1.57% 19
2019
Q2 		$2.24M Buy
+23,923
New +$2.24M 1.4% 19