UCMOK
United Capital Management of KS’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,681
| Closed | -$2.08M | – | 111 |
|
|
2019
Q4 | $2.08M | Buy |
18,681
+1,347
| +8% | +$150K | 1.32% | 24 |
|
|
2019
Q3 | $1.76M | Buy |
17,334
+1,126
| +7% | +$114K | 1.28% | 27 |
|
|
2019
Q2 | $1.53M | Buy |
16,208
+1,387
| +9% | +$131K | 1.15% | 30 |
|
|
2019
Q1 | $1.4M | Buy |
14,821
+1,832
| +14% | +$173K | 1.09% | 31 |
|
|
2018
Q4 | $1.12M | Buy |
12,989
+888
| +7% | +$76.5K | 1.04% | 33 |
|
|
2018
Q3 | $1.32M | Buy |
+12,101
| New | +$1.32M | 1.06% | 28 |
|