Winifred I. Li’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $94K | Hold |
1,317
| – | – | 0.09% | 197 |
|
|
2014
Q3 | $107K | Hold |
1,317
| – | – | 0.1% | 176 |
|
|
2014
Q2 | $106K | Sell |
1,317
-522
| -28% | -$42K | 0.09% | 191 |
|
|
2014
Q1 | $142K | Sell |
1,839
-600
| -25% | -$46.3K | 0.12% | 154 |
|
|
2013
Q4 | $188K | Sell |
2,439
-830
| -25% | -$64K | 0.16% | 132 |
|
|
2013
Q3 | $189K | Sell |
3,269
-25
| -0.8% | -$1.45K | 0.17% | 127 |
|
|
2013
Q2 | $194K | Buy |
+3,294
| New | +$194K | 0.18% | 124 |
|