Bernardo Wealth Planning’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,091
| Closed | -$222K | – | 159 |
|
|
2020
Q2 | $222K | Buy |
+3,091
| New | +$222K | 0.12% | 122 |
|
|
2020
Q1 | – | Sell |
-3,703
| Closed | -$412K | – | 149 |
|
|
2019
Q4 | $412K | Sell |
3,703
-5
| -0.1% | -$556 | 0.25% | 98 |
|
|
2019
Q3 | $379K | Sell |
3,708
-564
| -13% | -$57.6K | 0.27% | 98 |
|
|
2019
Q2 | $400K | Sell |
4,272
-119
| -3% | -$11.1K | 0.31% | 87 |
|
|
2019
Q1 | $418K | Buy |
4,391
+51
| +1% | +$4.86K | 0.33% | 82 |
|
|
2018
Q4 | $374K | Buy |
+4,340
| New | +$374K | 0.33% | 79 |
|