Atlas Private Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-36
| Closed | -$3K | – | 572 |
|
|
2021
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 634 |
|
|
2021
Q2 | $3K | Sell |
36
-12
| -25% | -$1K | ﹤0.01% | 635 |
|
|
2021
Q1 | $4K | Buy |
48
+12
| +33% | +$1K | ﹤0.01% | 651 |
|
|
2020
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 604 |
|
|
2020
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 572 |
|