CWM
Curi Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,724
| Closed | -$230K | – | 106 |
|
|
2023
Q4 | $230K | Buy |
1,724
+4
| +0.2% | +$533 | 0.03% | 142 |
|
|
2023
Q3 | $207K | Buy |
+1,720
| New | +$207K | 0.03% | 143 |
|
|
2022
Q3 | – | Sell |
-502
| Closed | -$41K | – | 572 |
|
|
2022
Q2 | $41K | Buy |
502
+70
| +16% | +$5.72K | 0.01% | 242 |
|
|
2022
Q1 | $37K | Buy |
432
+4
| +0.9% | +$343 | 0.01% | 241 |
|
|
2021
Q4 | $31K | Buy |
+428
| New | +$31K | 0.01% | 210 |
|
|
2021
Q1 | – | Sell |
-408
| Closed | -$28K | – | 394 |
|
|
2020
Q4 | $28K | Buy |
+408
| New | +$28K | 0.02% | 187 |
|