TCOTO
Trust Company of the Ozarks’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $869K | Hold |
11,309
| – | – | 0.3% | 74 |
|
|
2015
Q2 | $911K | Sell |
11,309
-100
| -0.9% | -$8.06K | 0.25% | 78 |
|
|
2015
Q1 | $897K | Buy |
11,409
+7
| +0.1% | +$550 | 0.24% | 76 |
|
|
2014
Q4 | $817K | Buy |
11,402
+496
| +5% | +$35.5K | 0.23% | 83 |
|
|
2014
Q3 | $887K | Sell |
10,906
-92
| -0.8% | -$7.48K | 0.25% | 75 |
|
|
2014
Q2 | $884K | Sell |
10,998
-277
| -2% | -$22.3K | 0.24% | 72 |
|
|
2014
Q1 | $868K | Buy |
11,275
+150
| +1% | +$11.5K | 0.24% | 74 |
|
|
2013
Q4 | $858K | Sell |
11,125
-2,010
| -15% | -$155K | 0.25% | 71 |
|
|
2013
Q3 | $760K | Hold |
13,135
| – | – | 0.24% | 74 |
|
|
2013
Q2 | $774K | Buy |
+13,135
| New | +$774K | 0.26% | 72 |
|