Engrave 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
Q4 | $367K | Hold |
2,760
| – | – | 0.1% | 56 |
|
|
2023
Q3 | $332K | Buy |
+2,760
| New | +$332K | 0.1% | 52 |
|
|
2022
Q1 | – | Sell |
-5,283
| Closed | -$383K | – | 68 |
|
|
2021
Q4 | $383K | Buy |
+5,283
| New | +$383K | 0.11% | 47 |
|
|
2020
Q3 | – | Sell |
-465
| Closed | -$33K | – | 334 |
|
|
2020
Q2 | $33K | Hold |
465
| – | – | 0.03% | 140 |
|
|
2020
Q1 | $24K | Sell |
465
-100
| -18% | -$5.16K | 0.03% | 143 |
|
|
2019
Q4 | $62K | Buy |
+565
| New | +$62K | 0.06% | 116 |
|