Ironwood Financial’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-63
| Closed | -$4K | – | 427 |
|
|
2021
Q3 | $4K | Hold |
63
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $5K | Sell |
63
-67
| -52% | -$5.32K | ﹤0.01% | 435 |
|
|
2021
Q1 | $11K | Hold |
130
| – | – | ﹤0.01% | 329 |
|
|
2020
Q4 | $9K | Hold |
130
| – | – | ﹤0.01% | 330 |
|
|
2020
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 296 |
|
|
2020
Q2 | $9K | Buy |
130
+100
| +333% | +$6.92K | ﹤0.01% | 253 |
|
|
2020
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 319 |
|
|
2019
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 333 |
|
|
2019
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 337 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 336 |
|
|
2019
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 332 |
|
|
2018
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 327 |
|
|
2018
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 321 |
|
|
2018
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 250 |
|
|
2018
Q1 | $3K | Sell |
30
-25
| -45% | -$2.5K | ﹤0.01% | 223 |
|
|
2017
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 203 |
|
|
2017
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 215 |
|
|
2017
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 211 |
|
|
2017
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 218 |
|
|
2016
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 209 |
|
|
2016
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 217 |
|
|
2016
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 216 |
|
|
2016
Q1 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 211 |
|
|
2015
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 337 |
|
|
2015
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 303 |
|
|
2015
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 294 |
|
|
2014
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 256 |
|