SCI
Stableford Capital II’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,235
| Closed | -$671K | – | 123 |
|
|
2021
Q1 | $671K | Sell |
8,235
-1,261
| -13% | -$103K | 0.34% | 84 |
|
|
2020
Q4 | $664K | Buy |
+9,496
| New | +$664K | 0.39% | 70 |
|
|
2020
Q1 | – | Sell |
-3,268
| Closed | -$364K | – | 97 |
|
|
2019
Q4 | $364K | Sell |
3,268
-18
| -0.5% | -$2.01K | 0.33% | 62 |
|
|
2019
Q3 | $336K | Buy |
+3,286
| New | +$336K | 0.32% | 61 |
|