Freedman Financial Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,286
| Closed | -$111K | – | 336 |
|
|
2022
Q1 | $111K | Hold |
1,286
| – | – | 0.08% | 118 |
|
|
2021
Q4 | $93K | Hold |
1,286
| – | – | 0.06% | 127 |
|
|
2021
Q3 | $90K | Hold |
1,286
| – | – | 0.07% | 128 |
|
|
2021
Q2 | $110K | Hold |
1,286
| – | – | 0.08% | 104 |
|
|
2021
Q1 | $105K | Hold |
1,286
| – | – | 0.09% | 101 |
|
|
2020
Q4 | $90K | Buy |
+1,286
| New | +$90K | 0.08% | 107 |
|