1834 Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-93
| Closed | -$8K | – | 388 |
|
|
2022
Q2 | $8K | Hold |
93
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $8K | Hold |
93
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $7K | Sell |
93
-50
| -35% | -$3.76K | ﹤0.01% | 403 |
|
|
2021
Q3 | $10K | Sell |
143
-100
| -41% | -$6.99K | ﹤0.01% | 395 |
|
|
2021
Q2 | $21K | Buy |
243
+93
| +62% | +$8.04K | ﹤0.01% | 359 |
|
|
2021
Q1 | $12K | Sell |
150
-250
| -63% | -$20K | ﹤0.01% | 371 |
|
|
2020
Q4 | $28K | Hold |
400
| – | – | ﹤0.01% | 299 |
|
|
2020
Q3 | $21K | Hold |
400
| – | – | ﹤0.01% | 303 |
|
|
2020
Q2 | $29K | Hold |
400
| – | – | ﹤0.01% | 273 |
|
|
2020
Q1 | $21K | Hold |
400
| – | – | ﹤0.01% | 293 |
|
|
2019
Q4 | $45K | Sell |
400
-100
| -20% | -$11.3K | 0.01% | 283 |
|
|
2019
Q3 | $51K | Buy |
500
+150
| +43% | +$15.3K | 0.01% | 277 |
|
|
2019
Q2 | $33K | Hold |
350
| – | – | 0.01% | 309 |
|
|
2019
Q1 | $33K | Sell |
350
-400
| -53% | -$37.7K | 0.01% | 304 |
|
|
2018
Q4 | $65K | Hold |
750
| – | – | 0.01% | 248 |
|
|
2018
Q3 | $85K | Hold |
750
| – | – | 0.01% | 245 |
|
|
2018
Q2 | $84K | Sell |
750
-200
| -21% | -$22.4K | 0.01% | 239 |
|
|
2018
Q1 | $91K | Sell |
950
-847
| -47% | -$81.1K | 0.02% | 228 |
|
|
2017
Q4 | $182K | Buy |
+1,797
| New | +$182K | 0.03% | 184 |
|