CWA
PSXP
Cypress Wealth Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.08M | Sell |
20,700
-3,800
| -16% | -$199K | 1.24% | 31 |
|
|
2018
Q4 | $1.03M | Sell |
24,500
-5,800
| -19% | -$244K | 1.42% | 26 |
|
|
2018
Q3 | $1.55M | Buy |
30,300
+475
| +2% | +$24.3K | 1.63% | 23 |
|
|
2018
Q2 | $1.52M | Buy |
29,825
+1,325
| +5% | +$67.7K | 1.65% | 22 |
|
|
2018
Q1 | $1.36M | Buy |
28,500
+700
| +3% | +$33.5K | 1.48% | 26 |
|
|
2017
Q4 | $1.46M | Buy |
+27,800
| New | +$1.46M | 1.39% | 26 |
|
|
2017
Q2 | – | Sell |
-11,725
| Closed | -$602K | – | 206 |
|
|
2017
Q1 | $602K | Sell |
11,725
-1,000
| -8% | -$51.3K | 0.27% | 83 |
|
|
2016
Q4 | $619K | Buy |
12,725
+150
| +1% | +$7.3K | 0.28% | 78 |
|
|
2016
Q3 | $611K | Buy |
12,575
+100
| +0.8% | +$4.86K | 0.28% | 82 |
|
|
2016
Q2 | $697K | Buy |
12,475
+875
| +8% | +$48.9K | 0.34% | 69 |
|
|
2016
Q1 | $726K | Sell |
11,600
-1,100
| -9% | -$68.8K | 0.33% | 61 |
|
|
2015
Q4 | $780K | Sell |
12,700
-210
| -2% | -$12.9K | 0.4% | 55 |
|
|
2015
Q3 | $636K | Buy |
12,910
+300
| +2% | +$14.8K | 0.34% | 64 |
|
|
2015
Q2 | $908K | Buy |
+12,610
| New | +$908K | 0.53% | 50 |
|