Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$18K | – | 4029 |
|
|
2021
Q4 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 2057 |
|
|
2021
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 1806 |
|
|
2021
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 1806 |
|
|
2020
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 1806 |
|
|
2020
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 1806 |
|
|
2020
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 1806 |
|
|
2020
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 1806 |
|
|
2019
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 1806 |
|
|
2019
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 1806 |
|
|
2019
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 1806 |
|
|
2019
Q1 | $20K | Buy |
+500
| New | +$20K | ﹤0.01% | 1806 |
|