Heritage Wealth Management (Arizona)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $145K | Buy |
1,390
+767
| +123% | +$79.8K | 0.02% | 369 |
|
|
2022
Q3 | $50K | Buy |
623
+174
| +39% | +$14K | 0.02% | 400 |
|
|
2022
Q2 | $36.8K | Hold |
449
| – | – | 0.01% | 467 |
|
|
2022
Q1 | $39K | Buy |
+449
| New | +$39K | 0.01% | 505 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 762 |
|
|
2021
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 786 |
|