Windsor Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,193
| Closed | -$205K | – | 123 |
|
|
2019
Q2 | $205K | Buy |
+2,193
| New | +$205K | 0.09% | 114 |
|
|
2015
Q4 | – | Sell |
-780
| Closed | -$59K | – | 362 |
|
|
2015
Q3 | $59K | Buy |
+780
| New | +$59K | 0.03% | 159 |
|
|
2014
Q1 | – | Sell |
-664
| Closed | -$51K | – | 249 |
|
|
2013
Q4 | $51K | Sell |
664
-49
| -7% | -$3.76K | 0.03% | 169 |
|
|
2013
Q3 | $41K | Sell |
713
-41
| -5% | -$2.36K | 0.02% | 192 |
|
|
2013
Q2 | $44K | Buy |
+754
| New | +$44K | 0.03% | 176 |
|