TAM
Tradition Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3.18M | Sell |
44,280
-8,024
| -15% | -$577K | 0.91% | 38 |
|
|
2020
Q1 | $2.81M | Buy |
52,304
+22,764
| +77% | +$1.22M | 0.94% | 37 |
|
|
2019
Q4 | $3.29M | Sell |
29,540
-12,735
| -30% | -$1.42M | 0.8% | 41 |
|
|
2019
Q3 | $4.33M | Sell |
42,275
-435
| -1% | -$44.5K | 1.12% | 28 |
|
|
2019
Q2 | $4M | Buy |
+42,710
| New | +$4M | 1.04% | 32 |
|