WFG Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $147K | Sell |
1,781
-522
| -23% | -$43.1K | 0.03% | 442 |
|
|
2017
Q1 | $182K | Sell |
2,303
-51
| -2% | -$4.03K | 0.05% | 350 |
|
|
2016
Q4 | $203K | Sell |
2,354
-444
| -16% | -$38.3K | 0.05% | 380 |
|
|
2016
Q3 | $225K | Buy |
2,798
+88
| +3% | +$7.08K | 0.06% | 339 |
|
|
2016
Q2 | $215K | Sell |
2,710
-785
| -22% | -$62.3K | 0.06% | 319 |
|
|
2016
Q1 | $303K | Buy |
3,495
+443
| +15% | +$38.4K | 0.09% | 232 |
|
|
2015
Q4 | $250K | Sell |
3,052
-632
| -17% | -$51.8K | 0.07% | 250 |
|
|
2015
Q3 | $283K | Buy |
3,684
+103
| +3% | +$7.91K | 0.09% | 219 |
|
|
2015
Q2 | $288K | Sell |
3,581
-447
| -11% | -$36K | 0.08% | 252 |
|
|
2015
Q1 | $317K | Sell |
4,028
-1,632
| -29% | -$128K | 0.09% | 244 |
|
|
2014
Q4 | $406K | Sell |
5,660
-1,956
| -26% | -$140K | 0.08% | 266 |
|
|
2014
Q3 | $619K | Sell |
7,616
-989
| -11% | -$80.4K | 0.12% | 212 |
|
|
2014
Q2 | $692K | Buy |
8,605
+835
| +11% | +$67.1K | 0.13% | 193 |
|
|
2014
Q1 | $599K | Sell |
7,770
-1,074
| -12% | -$82.8K | 0.12% | 203 |
|
|
2013
Q4 | $682K | Buy |
8,844
+82
| +0.9% | +$6.32K | 0.1% | 241 |
|
|
2013
Q3 | $507K | Sell |
8,762
-327
| -4% | -$18.9K | 0.08% | 280 |
|
|
2013
Q2 | $535K | Buy |
+9,089
| New | +$535K | 0.09% | 250 |
|