Stuart Chaussee & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-163
| Closed | -$18K | – | 111 |
|
|
2019
Q4 | $18K | Hold |
163
| – | – | 0.01% | 65 |
|
|
2019
Q3 | $17K | Hold |
163
| – | – | 0.01% | 68 |
|
|
2019
Q2 | $15K | Hold |
163
| – | – | 0.01% | 74 |
|
|
2019
Q1 | $16K | Hold |
163
| – | – | 0.01% | 71 |
|
|
2018
Q4 | $14K | Hold |
163
| – | – | 0.01% | 58 |
|
|
2018
Q3 | $18K | Hold |
163
| – | – | 0.01% | 72 |
|
|
2018
Q2 | $18K | Buy |
+163
| New | +$18K | 0.01% | 74 |
|
|
2016
Q4 | – | Sell |
-168
| Closed | -$14K | – | 80 |
|
|
2016
Q3 | $14K | Hold |
168
| – | – | 0.01% | 58 |
|
|
2016
Q2 | $13K | Hold |
168
| – | – | 0.01% | 57 |
|
|
2016
Q1 | $14K | Sell |
168
-53
| -24% | -$4.42K | 0.01% | 59 |
|
|
2015
Q4 | $18K | Buy |
+221
| New | +$18K | 0.02% | 51 |
|