Destiny Wealth Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-621
| Closed | -$64.6K | – | 521 |
|
|
2022
Q4 | $64.6K | Sell |
621
-527
| -46% | -$54.9K | 0.01% | 261 |
|
|
2022
Q3 | $93K | Hold |
1,148
| – | – | 0.02% | 228 |
|
|
2022
Q2 | $94K | Hold |
1,148
| – | – | 0.02% | 238 |
|
|
2022
Q1 | $99K | Buy |
1,148
+18
| +2% | +$1.55K | 0.02% | 246 |
|
|
2021
Q4 | $82K | Hold |
1,130
| – | – | 0.02% | 249 |
|
|
2021
Q3 | $79K | Buy |
+1,130
| New | +$79K | 0.02% | 236 |
|
|
2021
Q2 | – | Sell |
-1,130
| Closed | -$92K | – | 420 |
|
|
2021
Q1 | $92K | Sell |
1,130
-252
| -18% | -$20.5K | 0.02% | 209 |
|
|
2020
Q4 | $97K | Buy |
+1,382
| New | +$97K | 0.02% | 240 |
|