Goodwin Investment Advisory’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-128
| Closed | -$13.3K | – | 181 |
|
|
2022
Q4 | $13.3K | Hold |
128
| – | – | 0.01% | 139 |
|
|
2022
Q3 | $10K | Buy |
+128
| New | +$10K | 0.01% | 150 |
|
|
2022
Q2 | – | Sell |
-119
| Closed | -$10K | – | 213 |
|
|
2022
Q1 | $10K | Buy |
+119
| New | +$10K | 0.01% | 145 |
|
|
2021
Q2 | – | Sell |
-582
| Closed | -$47K | – | 148 |
|
|
2021
Q1 | $47K | Buy |
+582
| New | +$47K | 0.06% | 74 |
|