Tiedemann Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-5,107
| Closed | -$393 | – | 88 |
|
|
2014
Q1 | $393 | Hold |
5,107
| – | – | 0.04% | 73 |
|
|
2013
Q4 | $393K | Sell |
5,107
-409
| -7% | -$31.5K | 0.06% | 61 |
|
|
2013
Q3 | $318K | Sell |
5,516
-50
| -0.9% | -$2.88K | 0.05% | 52 |
|
|
2013
Q2 | $327K | Buy |
+5,566
| New | +$327K | 0.05% | 87 |
|