Stevard LLC’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,930
| Closed | -$205K | – | 64 |
|
|
2020
Q4 | $205K | Buy |
+2,930
| New | +$205K | 0.07% | 72 |
|
|
2020
Q3 | – | Sell |
-2,930
| Closed | -$211K | – | 174 |
|
|
2020
Q2 | $211K | Buy |
+2,930
| New | +$211K | 0.11% | 143 |
|
|
2020
Q1 | – | Sell |
-2,930
| Closed | -$326K | – | 67 |
|
|
2019
Q4 | $326K | Buy |
+2,930
| New | +$326K | 0.2% | 50 |
|