Clear Perspectives Financial Planning’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $20.7K | Hold |
204
| – | – | 0.01% | 111 |
|
|
2022
Q4 | $21.3K | Hold |
204
| – | – | 0.01% | 119 |
|
|
2022
Q3 | $16K | Buy |
204
+187
| +1,100% | +$14.7K | 0.01% | 133 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 208 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 211 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 221 |
|
|
2021
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 208 |
|