Chicago Partners Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-563
| Closed | -$27K | – | 1030 |
|
|
2018
Q1 | $27K | Hold |
563
| – | – | ﹤0.01% | 565 |
|
|
2017
Q4 | $29K | Hold |
563
| – | – | ﹤0.01% | 553 |
|
|
2017
Q3 | $30K | Hold |
563
| – | – | 0.01% | 535 |
|
|
2017
Q2 | $27K | Hold |
563
| – | – | 0.01% | 478 |
|
|
2017
Q1 | $29K | Buy |
+563
| New | +$29K | 0.01% | 371 |
|
|
2015
Q4 | – | Sell |
-156
| Closed | -$8K | – | 533 |
|
|
2015
Q3 | $8K | Hold |
156
| – | – | ﹤0.01% | 360 |
|
|
2015
Q2 | $11K | Sell |
156
-4
| -3% | -$282 | 0.01% | 338 |
|
|
2015
Q1 | $11K | Buy |
160
+3
| +2% | +$206 | ﹤0.01% | 348 |
|
|
2014
Q4 | $11K | Buy |
+157
| New | +$11K | ﹤0.01% | 360 |
|