Zions Trust National Association’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 | $119K | Hold |
1,650
| – | – | 0.17% | 53 |
|
|
2014
Q3 | $134K | Hold |
1,650
| – | – | 0.19% | 52 |
|
|
2014
Q2 | $132K | Hold |
1,650
| – | – | 0.19% | 53 |
|
|
2014
Q1 | $127K | Buy |
1,650
+75
| +5% | +$5.77K | 0.18% | 54 |
|
|
2013
Q4 | $122K | Hold |
1,575
| – | – | 0.17% | 55 |
|
|
2013
Q3 | $91K | Hold |
1,575
| – | – | 0.13% | 60 |
|
|
2013
Q2 | $93K | Buy |
+1,575
| New | +$93K | 0.13% | 63 |
|