B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-37,291
| Closed | -$1.36M | – | 587 |
|
|
2020
Q1 | $1.36M | Buy |
+37,291
| New | +$1.36M | 0.14% | 138 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$36K | – | 1024 |
|
|
2015
Q2 | $36K | Buy |
500
+150
| +43% | +$10.8K | 0.03% | 489 |
|
|
2015
Q1 | $24K | Buy |
+350
| New | +$24K | 0.02% | 565 |
|
|
2014
Q3 | – | Sell |
-400
| Closed | -$30K | – | 1236 |
|
|
2014
Q2 | $30K | Buy |
+400
| New | +$30K | 0.02% | 566 |
|