FLI
Family Legacy Inc’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,271
| Closed | -$1.07M | – | 116 |
|
|
2020
Q4 | $1.07M | Sell |
15,271
-2,381
| -13% | -$167K | 0.55% | 64 |
|
|
2020
Q3 | $915K | Sell |
17,652
-4,746
| -21% | -$246K | 0.52% | 63 |
|
|
2020
Q2 | $1.61M | Sell |
22,398
-313
| -1% | -$22.5K | 0.97% | 45 |
|
|
2020
Q1 | $1.22M | Sell |
22,711
-25
| -0.1% | -$1.34K | 0.88% | 44 |
|
|
2019
Q4 | $2.37M | Sell |
22,736
-4
| -0% | -$416 | 1.35% | 28 |
|
|
2019
Q3 | $2.72M | Buy |
22,740
+3,083
| +16% | +$369K | 1.69% | 16 |
|
|
2019
Q2 | $1.84M | Buy |
19,657
+477
| +2% | +$44.6K | 1.44% | 24 |
|
|
2019
Q1 | $1.89M | Sell |
19,180
-125
| -0.6% | -$12.3K | 1.53% | 23 |
|
|
2018
Q4 | $1.66M | Buy |
19,305
+798
| +4% | +$68.7K | 1.49% | 22 |
|
|
2018
Q3 | $2.09M | Buy |
18,507
+190
| +1% | +$21.4K | 1.7% | 17 |
|
|
2018
Q2 | $2.06M | Buy |
18,317
+357
| +2% | +$40.1K | 1.78% | 17 |
|
|
2018
Q1 | $1.72M | Buy |
17,960
+132
| +0.7% | +$12.7K | 1.59% | 20 |
|
|
2017
Q4 | $1.8M | Buy |
17,828
+7,778
| +77% | +$787K | 1.63% | 22 |
|
|
2017
Q3 | $920K | Sell |
10,050
-7,704
| -43% | -$705K | 2.34% | 23 |
|
|
2017
Q2 | $1.47M | Sell |
17,754
-231
| -1% | -$19.1K | 1.47% | 27 |
|
|
2017
Q1 | $1.43M | Buy |
+17,985
| New | +$1.43M | 1.49% | 28 |
|