BDWM
Brewin Dolphin Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-300
| Closed | -$16.1K | – | 292 |
|
|
2020
Q1 | $16.1K | Sell |
300
-500
| -63% | -$26.8K | 0.01% | 155 |
|
|
2019
Q4 | $89.1K | Hold |
800
| – | – | 0.04% | 100 |
|
|
2019
Q3 | $81.9K | Hold |
800
| – | – | 0.04% | 98 |
|
|
2019
Q2 | $74.8K | Hold |
800
| – | – | 0.04% | 102 |
|
|
2019
Q1 | $76.1K | Hold |
800
| – | – | 0.04% | 99 |
|
|
2018
Q4 | $68.9K | Hold |
800
| – | – | 0.04% | 97 |
|
|
2018
Q3 | $90.2K | Hold |
800
| – | – | 0.05% | 94 |
|
|
2018
Q2 | $89.8K | Sell |
800
-1,000
| -56% | -$112K | 0.05% | 93 |
|
|
2018
Q1 | $173K | Hold |
1,800
| – | – | 0.11% | 76 |
|
|
2017
Q4 | $182K | Hold |
1,800
| – | – | 0.12% | 73 |
|
|
2017
Q3 | $165K | Buy |
+1,800
| New | +$165K | 0.11% | 68 |
|