Connectus Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $776K | Hold |
4,750
| – | – | 0.02% | 251 |
|
|
2023
Q4 | $632K | Sell |
4,750
-400
| -8% | -$53.3K | 0.01% | 386 |
|
|
2023
Q3 | $619K | Hold |
5,150
| – | – | 0.01% | 372 |
|
|
2023
Q2 | $491K | Hold |
5,150
| – | – | 0.01% | 352 |
|
|
2023
Q1 | $522K | Hold |
5,150
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $536K | Sell |
5,150
-100
| -2% | -$10.4K | 0.01% | 336 |
|
|
2022
Q3 | $424K | Sell |
5,250
-25
| -0.5% | -$2.02K | 0.01% | 420 |
|
|
2022
Q2 | $432K | Buy |
+5,275
| New | +$432K | 0.01% | 355 |
|