CWS
Cypress Wealth Services’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,011
| Closed | -$648K | – | 184 |
|
|
2020
Q2 | $648K | Buy |
9,011
+85
| +1% | +$6.11K | 0.15% | 126 |
|
|
2020
Q1 | $479K | Buy |
8,926
+281
| +3% | +$15.1K | 0.14% | 127 |
|
|
2019
Q4 | $963K | Sell |
8,645
-4
| -0% | -$446 | 0.24% | 100 |
|
|
2019
Q3 | $886K | Buy |
8,649
+30
| +0.3% | +$3.07K | 0.24% | 102 |
|
|
2019
Q2 | $806K | Buy |
8,619
+90
| +1% | +$8.42K | 0.23% | 105 |
|
|
2019
Q1 | $812K | Sell |
8,529
-303
| -3% | -$28.8K | 0.26% | 95 |
|
|
2018
Q4 | $761K | Buy |
8,832
+29
| +0.3% | +$2.5K | 0.3% | 86 |
|
|
2018
Q3 | $992K | Buy |
8,803
+4
| +0% | +$451 | 0.35% | 82 |
|
|
2018
Q2 | $988K | Buy |
8,799
+790
| +10% | +$88.7K | 0.38% | 78 |
|
|
2018
Q1 | $768K | Hold |
8,009
| – | – | 0.33% | 84 |
|
|
2017
Q4 | $810K | Buy |
+8,009
| New | +$810K | 0.34% | 81 |
|