Harvest Group Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-213
| Closed | -$15K | – | 541 |
|
|
2020
Q4 | $15K | Hold |
213
| – | – | 0.01% | 194 |
|
|
2020
Q3 | $11K | Hold |
213
| – | – | 0.01% | 215 |
|
|
2020
Q2 | $15K | Sell |
213
-120
| -36% | -$8.45K | 0.01% | 178 |
|
|
2020
Q1 | $17K | Hold |
333
| – | – | 0.02% | 152 |
|
|
2019
Q4 | $37K | Buy |
333
+1
| +0.3% | +$111 | 0.03% | 98 |
|
|
2019
Q3 | $34K | Buy |
332
+3
| +0.9% | +$307 | 0.04% | 104 |
|
|
2019
Q2 | $30K | Buy |
329
+1
| +0.3% | +$91 | 0.04% | 106 |
|
|
2019
Q1 | $31K | Buy |
+328
| New | +$31K | 0.03% | 118 |
|