SSI Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,941
| Closed | -$205K | – | 325 |
|
|
2021
Q3 | $205K | Hold |
2,941
| – | – | 0.01% | 303 |
|
|
2021
Q2 | $252K | Sell |
2,941
-14
| -0.5% | -$1.2K | 0.02% | 285 |
|
|
2021
Q1 | $241K | Buy |
+2,955
| New | +$241K | 0.02% | 277 |
|
|
2020
Q1 | – | Sell |
-2,066
| Closed | -$230K | – | 261 |
|
|
2019
Q4 | $230K | Sell |
2,066
-8
| -0.4% | -$891 | 0.02% | 265 |
|
|
2019
Q3 | $212K | Buy |
+2,074
| New | +$212K | 0.02% | 270 |
|