Accel Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-157
| Closed | -$15.9K | – | 677 |
|
|
2023
Q1 | $15.9K | Sell |
157
-200
| -56% | -$20.3K | 0.01% | 769 |
|
|
2022
Q4 | $37.1K | Hold |
357
| – | – | 0.02% | 410 |
|
|
2022
Q3 | $32K | Hold |
357
| – | – | 0.02% | 454 |
|
|
2022
Q2 | $29K | Hold |
357
| – | – | 0.02% | 457 |
|
|
2022
Q1 | $31K | Buy |
357
+200
| +127% | +$17.4K | 0.02% | 461 |
|
|
2021
Q4 | $11K | Hold |
157
| – | – | 0.01% | 703 |
|
|
2021
Q3 | $11K | Hold |
157
| – | – | 0.01% | 622 |
|
|
2021
Q2 | $13K | Buy |
157
+1
| +0.6% | +$83 | 0.01% | 647 |
|
|
2021
Q1 | $13K | Hold |
156
| – | – | 0.01% | 608 |
|
|
2020
Q4 | $11K | Buy |
+156
| New | +$11K | 0.01% | 605 |
|