First Personal Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $263 | Buy |
+2
| New | +$263 | ﹤0.01% | 437 |
|
|
2024
Q2 | – | Sell |
-339
| Closed | -$55.4K | – | 372 |
|
|
2024
Q1 | $55.4K | Hold |
339
| – | – | 0.01% | 182 |
|
|
2023
Q4 | $45.1K | Sell |
339
-399
| -54% | -$53.1K | 0.01% | 209 |
|
|
2023
Q3 | $88.7K | Buy |
+738
| New | +$88.7K | 0.02% | 162 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | – | – | 363 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 362 |
|
|
2020
Q1 | – | Sell |
-893
| Closed | -$99K | – | 465 |
|
|
2019
Q4 | $99K | Sell |
893
-341
| -28% | -$37.8K | 0.03% | 153 |
|
|
2019
Q3 | $126K | Sell |
1,234
-203
| -14% | -$20.7K | 0.04% | 160 |
|
|
2019
Q2 | $134K | Buy |
1,437
+80
| +6% | +$7.46K | 0.04% | 193 |
|
|
2019
Q1 | $129K | Hold |
1,357
| – | – | 0.04% | 185 |
|
|
2018
Q4 | $117K | Hold |
1,357
| – | – | 0.04% | 188 |
|
|
2018
Q3 | $153K | Sell |
1,357
-189
| -12% | -$21.3K | 0.05% | 180 |
|
|
2018
Q2 | $174K | Buy |
1,546
+778
| +101% | +$87.6K | 0.06% | 172 |
|
|
2018
Q1 | $74K | Sell |
768
-163
| -18% | -$15.7K | 0.02% | 356 |
|
|
2017
Q4 | $94K | Buy |
931
+530
| +132% | +$53.5K | 0.02% | 350 |
|
|
2017
Q3 | $37K | Hold |
401
| – | – | 0.01% | 479 |
|
|
2017
Q2 | $33K | Hold |
401
| – | – | 0.01% | 491 |
|
|
2017
Q1 | $32K | Sell |
401
-10
| -2% | -$798 | 0.01% | 478 |
|
|
2016
Q4 | $36K | Buy |
411
+10
| +2% | +$876 | 0.01% | 437 |
|
|
2016
Q3 | $32K | Sell |
401
-245
| -38% | -$19.6K | 0.01% | 351 |
|
|
2016
Q2 | $51K | Buy |
+646
| New | +$51K | 0.02% | 259 |
|
|
2015
Q2 | – | Sell |
-140
| Closed | -$12K | – | 524 |
|
|
2015
Q1 | $12K | Buy |
+140
| New | +$12K | 0.01% | 266 |
|