Imprint 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
Q1 | $1.48M | Buy |
9,080
+129
| +1% | +$21.1K | 0.36% | 65 |
|
|
2023
Q4 | $1.19M | Buy |
8,951
+27
| +0.3% | +$3.6K | 0.96% | 32 |
|
|
2023
Q3 | $1.07M | Buy |
8,924
+2,431
| +37% | +$292K | 0.91% | 36 |
|
|
2023
Q2 | $619K | Hold |
6,493
| – | – | 0.39% | 71 |
|
|
2023
Q1 | $658K | Buy |
+6,493
| New | +$658K | 0.43% | 67 |
|