Impact Partnership Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,651
| Closed | -$743K | – | 326 |
|
|
2024
Q3 | $743K | Buy |
5,651
+378
| +7% | +$49.7K | 0.17% | 73 |
|
|
2024
Q2 | $744K | Buy |
5,273
+5,036
| +2,125% | +$711K | 0.2% | 66 |
|
|
2024
Q1 | $38.6K | Sell |
237
-7,960
| -97% | -$1.3M | 0.02% | 343 |
|
|
2023
Q4 | $1.09M | Buy |
8,197
+251
| +3% | +$33.4K | 0.4% | 29 |
|
|
2023
Q3 | $955K | Buy |
7,946
+4,468
| +128% | +$537K | 0.3% | 36 |
|
|
2023
Q2 | $332K | Buy |
+3,478
| New | +$332K | 0.12% | 124 |
|