Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Buy |
61
+18
| +42% | +$1.18K | ﹤0.01% | 153 |
|
|
2021
Q2 | $4K | Buy |
43
+4
| +10% | +$372 | ﹤0.01% | 149 |
|
|
2021
Q1 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 153 |
|
|
2020
Q4 | – | Sell |
-364
| Closed | -$19K | – | 181 |
|
|
2020
Q3 | $19K | Sell |
364
-249
| -41% | -$13K | 0.01% | 110 |
|
|
2020
Q2 | $44K | Buy |
613
+182
| +42% | +$13.1K | 0.04% | 125 |
|
|
2020
Q1 | $23K | Buy |
431
+67
| +18% | +$3.58K | 0.03% | 101 |
|
|
2019
Q4 | $40K | Buy |
+364
| New | +$40K | 0.04% | 94 |
|