Certified Advisory Corp’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-508
| Closed | -$42K | – | 601 |
|
|
2021
Q1 | $42K | Buy |
+508
| New | +$42K | 0.01% | 377 |
|
|
2020
Q2 | $54K | Buy |
750
+2
| +0.3% | +$144 | 0.02% | 297 |
|
|
2020
Q1 | $40K | Sell |
748
-9
| -1% | -$481 | 0.02% | 312 |
|
|
2019
Q4 | $84K | Buy |
757
+2
| +0.3% | +$222 | 0.03% | 249 |
|
|
2019
Q3 | $77K | Buy |
755
+17
| +2% | +$1.73K | 0.03% | 258 |
|
|
2019
Q2 | $69K | Buy |
738
+110
| +18% | +$10.3K | 0.03% | 271 |
|
|
2019
Q1 | $60K | Buy |
628
+8
| +1% | +$764 | 0.03% | 273 |
|
|
2018
Q4 | $53K | Buy |
620
+2
| +0.3% | +$171 | 0.03% | 268 |
|
|
2018
Q3 | $70K | Buy |
618
+2
| +0.3% | +$227 | 0.03% | 245 |
|
|
2018
Q2 | $69K | Buy |
616
+2
| +0.3% | +$224 | 0.04% | 236 |
|
|
2018
Q1 | $58K | Buy |
614
+107
| +21% | +$10.1K | 0.03% | 251 |
|
|
2017
Q4 | $50K | Buy |
+507
| New | +$50K | 0.04% | 239 |
|