Asset Planning Services (Pennsylvania)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-125
| Closed | -$13K | – | 209 |
|
|
2019
Q3 | $13K | Hold |
125
| – | – | 0.01% | 193 |
|
|
2019
Q2 | $12K | Hold |
125
| – | – | 0.01% | 191 |
|
|
2019
Q1 | $12K | Hold |
125
| – | – | 0.01% | 189 |
|
|
2018
Q4 | $11K | Hold |
125
| – | – | 0.01% | 192 |
|
|
2018
Q3 | $13K | Hold |
125
| – | – | 0.01% | 189 |
|
|
2018
Q2 | $14K | Hold |
125
| – | – | 0.01% | 182 |
|
|
2018
Q1 | $12K | Hold |
125
| – | – | 0.01% | 194 |
|
|
2017
Q4 | $13K | Hold |
125
| – | – | 0.01% | 194 |
|
|
2017
Q3 | $11K | Hold |
125
| – | – | 0.01% | 226 |
|
|
2017
Q2 | $10K | Hold |
125
| – | – | 0.01% | 228 |
|
|
2017
Q1 | $10K | Hold |
125
| – | – | 0.01% | 222 |
|
|
2016
Q4 | $11K | Hold |
125
| – | – | 0.01% | 195 |
|
|
2016
Q3 | $10K | Hold |
125
| – | – | 0.01% | 189 |
|
|
2016
Q2 | $10K | Buy |
+125
| New | +$10K | 0.01% | 197 |
|