Financial Enhancement Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-640
| Closed | -$52K | – | 271 |
|
|
2022
Q3 | $52K | Buy |
640
+626
| +4,471% | +$50.9K | 0.01% | 136 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 287 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 294 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 260 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$2K | – | 290 |
|
|
2020
Q1 | $2K | Sell |
30
-89
| -75% | -$5.93K | ﹤0.01% | 247 |
|
|
2019
Q4 | $13K | Hold |
119
| – | – | ﹤0.01% | 184 |
|
|
2019
Q3 | $12K | Hold |
119
| – | – | ﹤0.01% | 192 |
|
|
2019
Q2 | $11K | Hold |
119
| – | – | ﹤0.01% | 189 |
|
|
2019
Q1 | $11K | Hold |
119
| – | – | ﹤0.01% | 208 |
|
|
2018
Q4 | $13K | Hold |
119
| – | – | ﹤0.01% | 180 |
|
|
2018
Q3 | $13K | Hold |
119
| – | – | ﹤0.01% | 180 |
|
|
2018
Q2 | $13K | Hold |
119
| – | – | ﹤0.01% | 170 |
|
|
2018
Q1 | $11K | Buy |
+119
| New | +$11K | ﹤0.01% | 185 |
|