Squar Milner Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,575
| Closed | -$84K | – | 589 |
|
|
2020
Q1 | $84K | Sell |
1,575
-54
| -3% | -$2.88K | 0.05% | 298 |
|
|
2019
Q4 | $181K | Buy |
+1,629
| New | +$181K | 0.09% | 216 |
|
|
2019
Q3 | – | Sell |
-1,201
| Closed | -$112K | – | 582 |
|
|
2019
Q2 | $112K | Hold |
1,201
| – | – | 0.08% | 260 |
|
|
2019
Q1 | $114K | Hold |
1,201
| – | – | 0.08% | 243 |
|
|
2018
Q4 | $103K | Buy |
1,201
+72
| +6% | +$6.18K | 0.1% | 218 |
|
|
2018
Q3 | $127K | Sell |
1,129
-999
| -47% | -$112K | 0.11% | 214 |
|
|
2018
Q2 | $239K | Hold |
2,128
| – | – | 0.21% | 129 |
|
|
2018
Q1 | $204K | Hold |
2,128
| – | – | 0.26% | 150 |
|
|
2017
Q4 | $222K | Buy |
+2,128
| New | +$222K | 0.27% | 132 |
|