Fieldpoint Private Securities’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-367
| Closed | -$13K | – | 1779 |
|
2021
Q3 | $13K | Hold |
367
| – | – | ﹤0.01% | 976 |
|
2021
Q2 | $13K | Buy |
367
+176
| +92% | +$6.23K | ﹤0.01% | 953 |
|
2021
Q1 | $6K | Hold |
191
| – | – | ﹤0.01% | 1174 |
|
2020
Q4 | $5K | Buy |
+191
| New | +$5K | ﹤0.01% | 1151 |
|
2020
Q1 | – | Sell |
-125
| Closed | -$8K | – | 632 |
|
2019
Q4 | $8K | Sell |
125
-69
| -36% | -$4.42K | ﹤0.01% | 591 |
|
2019
Q3 | $11K | Sell |
194
-180
| -48% | -$10.2K | ﹤0.01% | 574 |
|
2019
Q2 | $18K | Buy |
+374
| New | +$18K | 0.01% | 547 |
|
2017
Q4 | – | Sell |
-378
| Closed | -$20K | – | 625 |
|
2017
Q3 | $20K | Buy |
+378
| New | +$20K | 0.01% | 525 |
|