WealthTrust-Arizona’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 | $28K | Buy |
328
+94
| +40% | +$8.02K | 0.02% | 215 |
|
|
2018
Q3 | $26K | Sell |
234
-88
| -27% | -$9.78K | 0.01% | 236 |
|
|
2018
Q2 | $36K | Sell |
322
-142
| -31% | -$15.9K | 0.02% | 197 |
|
|
2018
Q1 | $45K | Hold |
464
| – | – | 0.02% | 172 |
|
|
2017
Q4 | $47K | Sell |
464
-132
| -22% | -$13.4K | 0.02% | 170 |
|
|
2017
Q3 | $55K | Hold |
596
| – | – | 0.03% | 151 |
|
|
2017
Q2 | $49K | Buy |
596
+246
| +70% | +$20.2K | 0.03% | 158 |
|
|
2017
Q1 | $28K | Hold |
350
| – | – | 0.02% | 210 |
|
|
2016
Q4 | $30K | Sell |
350
-12
| -3% | -$1.03K | 0.02% | 198 |
|
|
2016
Q3 | $29K | Buy |
+362
| New | +$29K | 0.02% | 199 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$23K | – | 605 |
|
|
2015
Q3 | $23K | Hold |
300
| – | – | 0.01% | 234 |
|
|
2015
Q2 | $24K | Hold |
300
| – | – | 0.01% | 249 |
|
|
2015
Q1 | $24K | Hold |
300
| – | – | 0.01% | 246 |
|
|
2014
Q4 | $22K | Hold |
300
| – | – | 0.02% | 262 |
|
|
2014
Q3 | $24K | Hold |
300
| – | – | 0.03% | 251 |
|
|
2014
Q2 | $24K | Hold |
300
| – | – | 0.03% | 257 |
|
|
2014
Q1 | $23K | Hold |
300
| – | – | 0.03% | 267 |
|
|
2013
Q4 | $23K | Sell |
300
-250
| -45% | -$19.2K | 0.03% | 248 |
|
|
2013
Q3 | $32K | Hold |
550
| – | – | 0.04% | 188 |
|
|
2013
Q2 | $32K | Buy |
+550
| New | +$32K | 0.04% | 172 |
|