VAM
Visionary Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $221K | Sell |
2,568
-69
| -3% | -$5.94K | 0.09% | 102 |
|
|
2018
Q3 | $297K | Buy |
2,637
+384
| +17% | +$43.2K | 0.1% | 205 |
|
|
2018
Q2 | $253K | Buy |
+2,253
| New | +$253K | 0.08% | 210 |
|
|
2018
Q1 | – | Sell |
-2,513
| Closed | -$254K | – | 304 |
|
|
2017
Q4 | $254K | Buy |
2,513
+180
| +8% | +$18.2K | 0.07% | 196 |
|
|
2017
Q3 | $214K | Buy |
+2,333
| New | +$214K | 0.06% | 219 |
|