Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-530
| Closed | -$28K | – | 1517 |
|
|
2017
Q4 | $28K | Buy |
530
+40
| +8% | +$2.11K | ﹤0.01% | 771 |
|
|
2017
Q3 | $26K | Buy |
490
+90
| +23% | +$4.78K | ﹤0.01% | 812 |
|
|
2017
Q2 | $20K | Buy |
400
+150
| +60% | +$7.5K | ﹤0.01% | 859 |
|
|
2017
Q1 | $13K | Buy |
250
+130
| +108% | +$6.76K | ﹤0.01% | 976 |
|
|
2016
Q4 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 1121 |
|