SteelBridge Private Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,922
| Closed | -$242K | – | 54 |
|
|
2017
Q2 | $242K | Hold |
2,922
| – | – | 0.34% | 62 |
|
|
2017
Q1 | $231K | Buy |
2,922
+210
| +8% | +$16.6K | 0.35% | 57 |
|
|
2016
Q4 | $221K | Hold |
2,712
| – | – | 0.35% | 56 |
|
|
2016
Q3 | $218K | Buy |
+2,712
| New | +$218K | 0.63% | 40 |
|
|
2016
Q2 | – | Sell |
-2,347
| Closed | -$203K | – | 52 |
|
|
2016
Q1 | $203K | Buy |
+2,347
| New | +$203K | 0.41% | 46 |
|