Watermark Asset Management’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 | $17K | Hold |
195
| – | – | 0.01% | 143 |
|
|
2018
Q3 | $22K | Hold |
195
| – | – | 0.01% | 130 |
|
|
2018
Q2 | $22K | Hold |
195
| – | – | 0.01% | 130 |
|
|
2018
Q1 | $19K | Hold |
195
| – | – | 0.01% | 140 |
|
|
2017
Q4 | $20K | Hold |
195
| – | – | 0.01% | 144 |
|
|
2017
Q3 | $18K | Hold |
195
| – | – | 0.01% | 145 |
|
|
2017
Q2 | $16K | Hold |
195
| – | – | 0.01% | 151 |
|
|
2017
Q1 | $15K | Buy |
+195
| New | +$15K | 0.01% | 149 |
|