Elmwood Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-750
| Closed | -$54K | – | 267 |
|
|
2021
Q4 | $54K | Buy |
+750
| New | +$54K | 0.03% | 187 |
|
|
2021
Q2 | $64K | Hold |
750
| – | – | 0.03% | 157 |
|
|
2021
Q1 | $61K | Buy |
+750
| New | +$61K | 0.04% | 155 |
|
|
2020
Q2 | – | Sell |
-77
| Closed | -$7.35K | – | 318 |
|
|
2020
Q1 | $7.35K | Buy |
+77
| New | +$7.35K | 0.01% | 206 |
|
|
2019
Q4 | – | Sell |
-56
| Closed | -$6K | – | 205 |
|
|
2019
Q3 | $6K | Buy |
56
+1
| +2% | +$107 | 0.01% | 203 |
|
|
2019
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 231 |
|
|
2019
Q1 | $5K | Sell |
55
-23
| -29% | -$2.09K | ﹤0.01% | 224 |
|
|
2018
Q4 | $7K | Buy |
78
+1
| +1% | +$90 | 0.01% | 211 |
|
|
2018
Q3 | $8.72K | Buy |
77
+1
| +1% | +$113 | 0.01% | 208 |
|
|
2018
Q2 | $8.65K | Sell |
76
-1
| -1% | -$114 | 0.01% | 206 |
|
|
2018
Q1 | $7.35K | Buy |
+77
| New | +$7.35K | 0.01% | 206 |
|