Arkadios Wealth Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-450
| Closed | -$16K | – | 1966 |
|
|
2021
Q3 | $16K | Hold |
450
| – | – | ﹤0.01% | 1306 |
|
|
2021
Q2 | $17K | Sell |
450
-213
| -32% | -$8.05K | ﹤0.01% | 1367 |
|
|
2021
Q1 | $20K | Buy |
663
+213
| +47% | +$6.43K | ﹤0.01% | 975 |
|
|
2020
Q4 | $11K | Hold |
450
| – | – | ﹤0.01% | 941 |
|
|
2020
Q3 | $11.4K | Buy |
+450
| New | +$11.4K | 0.01% | 725 |
|