Icon Wealth Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,849
| Closed | -$388K | – | 185 |
|
|
2019
Q3 | $388K | Sell |
6,849
-711
| -9% | -$40.3K | 0.13% | 87 |
|
|
2019
Q2 | $373K | Buy |
7,560
+583
| +8% | +$28.8K | 0.13% | 89 |
|
|
2019
Q1 | $365K | Buy |
6,977
+397
| +6% | +$20.8K | 0.14% | 90 |
|
|
2018
Q4 | $277K | Sell |
6,580
-1,221
| -16% | -$51.4K | 0.13% | 108 |
|
|
2018
Q3 | $399K | Buy |
7,801
+560
| +8% | +$28.6K | 0.17% | 99 |
|
|
2018
Q2 | $370K | Buy |
7,241
+353
| +5% | +$18K | 0.16% | 100 |
|
|
2018
Q1 | $329K | Buy |
6,888
+970
| +16% | +$46.3K | 0.18% | 120 |
|
|
2017
Q4 | $310K | Buy |
+5,918
| New | +$310K | 0.15% | 135 |
|