IFP Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,223
Closed -$82K 4690
2021
Q4
$82K Buy
2,223
+120
+6% +$4.43K ﹤0.01% 1330
2021
Q3
$77K Buy
2,103
+155
+8% +$5.68K ﹤0.01% 1365
2021
Q2
$75K Buy
+1,948
New +$75K ﹤0.01% 1364
2021
Q1
Hold
0
5366
2020
Q4
Hold
0
5115
2020
Q3
Hold
0
4904
2020
Q2
Hold
0
4652
2016
Q3
Sell
-142
Closed -$8K 4238
2016
Q2
$8K Buy
+142
New +$8K ﹤0.01% 2903