Winch Advisory Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-69
| Closed | -$4K | – | 400 |
|
|
2020
Q1 | $4K | Sell |
69
-365
| -84% | -$21.2K | ﹤0.01% | 240 |
|
|
2019
Q4 | $48K | Buy |
434
+56
| +15% | +$6.19K | 0.02% | 118 |
|
|
2019
Q3 | $39K | Buy |
378
+3
| +0.8% | +$310 | 0.02% | 118 |
|
|
2019
Q2 | $35K | Sell |
375
-45
| -11% | -$4.2K | 0.02% | 127 |
|
|
2019
Q1 | $40K | Buy |
420
+281
| +202% | +$26.8K | 0.02% | 126 |
|
|
2018
Q4 | $12K | Buy |
139
+116
| +504% | +$10K | 0.01% | 168 |
|
|
2018
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 261 |
|
|
2018
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 265 |
|
|
2018
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 273 |
|
|
2017
Q4 | $2K | Buy |
23
+1
| +5% | +$87 | ﹤0.01% | 267 |
|
|
2017
Q3 | $2K | Sell |
22
-1,292
| -98% | -$117K | ﹤0.01% | 257 |
|
|
2017
Q2 | $109K | Hold |
1,314
| – | – | 0.07% | 87 |
|
|
2017
Q1 | $104K | Buy |
1,314
+1,292
| +5,873% | +$102K | 0.07% | 91 |
|
|
2016
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 237 |
|
|
2016
Q3 | $2K | Buy |
22
+1
| +5% | +$91 | ﹤0.01% | 239 |
|
|
2016
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 234 |
|
|
2016
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 206 |
|
|
2015
Q4 | $2K | Sell |
21
-37
| -64% | -$3.52K | ﹤0.01% | 222 |
|
|
2015
Q3 | $4K | Buy |
58
+1
| +2% | +$69 | 0.01% | 172 |
|
|
2015
Q2 | $5K | Hold |
57
| – | – | ﹤0.01% | 208 |
|
|
2015
Q1 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 209 |
|
|
2014
Q4 | – | Sell |
-20
| Closed | -$2K | – | 152 |
|
|
2014
Q3 | $2K | Sell |
20
-7
| -26% | -$700 | ﹤0.01% | 205 |
|
|
2014
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 234 |
|
|
2014
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 248 |
|