Cedar Brook Financial Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,891
| Closed | -$309K | – | 302 |
|
|
2024
Q1 | $309K | Buy |
1,891
+76
| +4% | +$12.4K | 0.06% | 305 |
|
|
2023
Q4 | $236K | Sell |
1,815
-9
| -0.5% | -$1.17K | 0.05% | 343 |
|
|
2023
Q3 | $219K | Buy |
+1,824
| New | +$219K | 0.06% | 328 |
|
|
2019
Q4 | – | Sell |
-2,031
| Closed | -$208K | – | 316 |
|
|
2019
Q3 | $208K | Buy |
+2,031
| New | +$208K | 0.09% | 279 |
|