Townsend & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,204
| Closed | -$136K | – | 129 |
|
|
2018
Q3 | $136K | Buy |
1,204
+131
| +12% | +$14.8K | 0.13% | 94 |
|
|
2018
Q2 | $120K | Buy |
1,073
+7
| +0.7% | +$783 | 0.13% | 87 |
|
|
2018
Q1 | $102K | Buy |
1,066
+7
| +0.7% | +$670 | 0.08% | 94 |
|
|
2017
Q4 | $107K | Buy |
+1,059
| New | +$107K | 0.09% | 97 |
|