BDO Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $105K | Buy |
1,100
+101
| +10% | +$9.63K | 0.01% | 336 |
|
|
2023
Q1 | $101K | Hold |
999
| – | – | 0.01% | 325 |
|
|
2022
Q4 | $104K | Hold |
999
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $81K | Hold |
999
| – | – | 0.01% | 346 |
|
|
2022
Q2 | $82K | Hold |
999
| – | – | 0.01% | 351 |
|
|
2022
Q1 | $86K | Hold |
999
| – | – | 0.01% | 355 |
|
|
2021
Q4 | $72K | Hold |
999
| – | – | 0.01% | 392 |
|
|
2021
Q3 | $70K | Hold |
999
| – | – | 0.01% | 396 |
|
|
2021
Q2 | $86K | Hold |
999
| – | – | 0.01% | 390 |
|
|
2021
Q1 | $81K | Buy |
999
+939
| +1,565% | +$76.1K | 0.01% | 384 |
|
|
2020
Q4 | $4K | Sell |
60
-284
| -83% | -$18.9K | ﹤0.01% | 676 |
|
|
2020
Q3 | $18K | Hold |
344
| – | – | ﹤0.01% | 434 |
|
|
2020
Q2 | $25K | Sell |
344
-60
| -15% | -$4.36K | ﹤0.01% | 400 |
|
|
2020
Q1 | $22K | Hold |
404
| – | – | ﹤0.01% | 437 |
|
|
2019
Q4 | $45K | Sell |
404
-218
| -35% | -$24.3K | 0.01% | 310 |
|
|
2019
Q3 | $64K | Hold |
622
| – | – | 0.02% | 289 |
|
|
2019
Q2 | $58K | Hold |
622
| – | – | 0.02% | 290 |
|
|
2019
Q1 | $59K | Hold |
622
| – | – | 0.02% | 262 |
|
|
2018
Q4 | $54K | Buy |
622
+120
| +24% | +$10.4K | 0.02% | 254 |
|
|
2018
Q3 | $57K | Hold |
502
| – | – | 0.02% | 276 |
|
|
2018
Q2 | $56K | Buy |
+502
| New | +$56K | 0.02% | 280 |
|