First Trust Direct Indexing’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $1.96M | Sell |
|
|||||
|
2024
Q2 | $2.16M | Buy |
|
|||||
|
2024
Q1 | $2.27M | Buy |
|
|||||
|
2023
Q4 | $1.73M | Buy |
|
|||||
|
2023
Q3 | $1.35M | Buy |
|
|||||
|
2023
Q2 | $1.07M | Sell |
|
|||||
|
2023
Q1 | $1.19M | Buy |
|
|||||
|
2022
Q4 | $999K | Sell |
|
|||||
|
2022
Q3 | $888K | Sell |
|
|||||
|
2022
Q2 | $915K | Buy |
|
|||||
|
2022
Q1 | $637K | Buy |
|
|||||
|
2021
Q4 | $434K | Sell |
|
|||||
|
2021
Q3 | $447K | Sell |
|
|||||
|
2021
Q2 | $673K | Buy |
|
|||||
|
2021
Q1 | $559K | Buy |
|
|||||
|
2020
Q4 | $444K | Buy |
|