JNBA Financial Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-80
| Closed | -$3K | – | 882 |
|
2021
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 722 |
|
2021
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 659 |
|
2021
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 611 |
|
2016
Q4 | – | Sell |
-6,025
| Closed | -$293K | – | 1681 |
|
2016
Q3 | $293K | Buy |
+6,025
| New | +$293K | 0.04% | 169 |
|