IWA
Inspirion Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,141
| Closed | -$350K | – | 80 |
|
|
2019
Q4 | $350K | Sell |
3,141
-125
| -4% | -$13.9K | 0.12% | 57 |
|
|
2019
Q3 | $334K | Hold |
3,266
| – | – | 0.15% | 54 |
|
|
2019
Q2 | $306K | Sell |
3,266
-26
| -0.8% | -$2.44K | 0.13% | 57 |
|
|
2019
Q1 | $313K | Sell |
3,292
-33
| -1% | -$3.14K | 0.14% | 55 |
|
|
2018
Q4 | $286K | Hold |
3,325
| – | – | 0.14% | 52 |
|
|
2018
Q3 | $375K | Hold |
3,325
| – | – | 0.16% | 51 |
|
|
2018
Q2 | $373K | Hold |
3,325
| – | – | 0.18% | 48 |
|
|
2018
Q1 | $319K | Hold |
3,325
| – | – | 0.16% | 52 |
|
|
2017
Q4 | $336K | Buy |
3,325
+100
| +3% | +$10.1K | 0.16% | 45 |
|
|
2017
Q3 | $295K | Hold |
3,225
| – | – | 0.15% | 54 |
|
|
2017
Q2 | $267K | Hold |
3,225
| – | – | 0.14% | 59 |
|
|
2017
Q1 | $255K | Hold |
3,225
| – | – | 0.14% | 56 |
|
|
2016
Q4 | $279K | Hold |
3,225
| – | – | 0.18% | 48 |
|
|
2016
Q3 | $260K | Hold |
3,225
| – | – | 0.17% | 51 |
|
|
2016
Q2 | $256K | Hold |
3,225
| – | – | 0.17% | 51 |
|
|
2016
Q1 | $279K | Hold |
3,225
| – | – | 0.2% | 47 |
|
|
2015
Q4 | $264K | Hold |
3,225
| – | – | 0.19% | 47 |
|
|
2015
Q3 | $248K | Hold |
3,225
| – | – | 0.2% | 48 |
|
|
2015
Q2 | $260K | Hold |
3,225
| – | – | 0.19% | 46 |
|
|
2015
Q1 | $253K | Hold |
3,225
| – | – | 0.2% | 46 |
|
|
2014
Q4 | $231K | Buy |
+3,225
| New | +$231K | 0.21% | 49 |
|