Fusion Family Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-250
| Closed | -$20K | – | 88 |
|
|
2021
Q1 | $20K | Hold |
250
| – | – | ﹤0.01% | 72 |
|
|
2020
Q4 | $17K | Hold |
250
| – | – | ﹤0.01% | 68 |
|
|
2020
Q3 | $13K | Hold |
250
| – | – | ﹤0.01% | 74 |
|
|
2020
Q2 | $18K | Hold |
250
| – | – | ﹤0.01% | 73 |
|
|
2020
Q1 | $13K | Hold |
250
| – | – | ﹤0.01% | 82 |
|
|
2019
Q4 | $28K | Hold |
250
| – | – | 0.01% | 79 |
|
|
2019
Q3 | $26K | Hold |
250
| – | – | 0.01% | 83 |
|
|
2019
Q2 | $23K | Hold |
250
| – | – | 0.01% | 101 |
|
|
2019
Q1 | $24K | Hold |
250
| – | – | 0.01% | 87 |
|
|
2018
Q4 | $22K | Hold |
250
| – | – | 0.01% | 151 |
|
|
2018
Q3 | $28K | Hold |
250
| – | – | 0.01% | 152 |
|
|
2018
Q2 | $28K | Hold |
250
| – | – | 0.01% | 166 |
|
|
2018
Q1 | $24K | Hold |
250
| – | – | 0.01% | 162 |
|
|
2017
Q4 | $25K | Buy |
+250
| New | +$25K | 0.01% | 173 |
|
|
2017
Q3 | – | Sell |
-250
| Closed | -$21K | – | 281 |
|
|
2017
Q2 | $21K | Hold |
250
| – | – | 0.01% | 169 |
|
|
2017
Q1 | $20K | Hold |
250
| – | – | 0.01% | 166 |
|
|
2016
Q4 | $21K | Buy |
+250
| New | +$21K | 0.01% | 188 |
|