AllSquare Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-100
| Closed | -$8K | – | 320 |
|
|
2017
Q1 | $8K | Hold |
100
| – | – | 0.01% | 269 |
|
|
2016
Q4 | $9K | Hold |
100
| – | – | 0.01% | 240 |
|
|
2016
Q3 | $8K | Hold |
100
| – | – | 0.01% | 228 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | 0.01% | 216 |
|
|
2016
Q1 | $9K | Hold |
100
| – | – | 0.01% | 213 |
|
|
2015
Q4 | $8K | Hold |
100
| – | – | 0.01% | 221 |
|
|
2015
Q3 | $8K | Hold |
100
| – | – | 0.01% | 227 |
|
|
2015
Q2 | $8K | Hold |
100
| – | – | 0.01% | 246 |
|
|
2015
Q1 | $8K | Buy |
+100
| New | +$8K | 0.01% | 248 |
|