CWM
C2C Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,267
| Closed | -$743K | – | 197 |
|
|
2023
Q3 | $743K | Hold |
6,267
| – | – | 0.11% | 103 |
|
|
2023
Q2 | $623K | Hold |
6,267
| – | – | 0.08% | 128 |
|
|
2023
Q1 | $664K | Hold |
6,267
| – | – | 0.11% | 117 |
|
|
2022
Q4 | $652K | Hold |
6,267
| – | – | 0.11% | 82 |
|
|
2022
Q3 | $566K | Hold |
6,267
| – | – | 0.11% | 96 |
|
|
2022
Q2 | $535K | Hold |
6,267
| – | – | 0.1% | 99 |
|
|
2022
Q1 | $567K | Sell |
6,267
-1,900
| -23% | -$172K | 0.1% | 106 |
|
|
2021
Q4 | $592K | Buy |
+8,167
| New | +$592K | 0.09% | 115 |
|