CWM
Cordatus Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,092
| Closed | -$2.68M | – | 133 |
|
|
2019
Q4 | $2.68M | Buy |
24,092
+906
| +4% | +$101K | 1.34% | 19 |
|
|
2019
Q3 | $2.37M | Buy |
23,186
+17,014
| +276% | +$1.74M | 1.24% | 22 |
|
|
2019
Q2 | $577K | Buy |
6,172
+286
| +5% | +$26.7K | 0.34% | 89 |
|
|
2019
Q1 | $560K | Buy |
5,886
+649
| +12% | +$61.7K | 0.31% | 98 |
|
|
2018
Q4 | $451K | Buy |
+5,237
| New | +$451K | 0.32% | 77 |
|