JOYN Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-759
| Closed | -$65K | – | 1075 |
|
|
2018
Q4 | $65K | Buy |
759
+578
| +319% | +$49.5K | 0.01% | 274 |
|
|
2018
Q3 | $20K | Buy |
181
+57
| +46% | +$6.3K | ﹤0.01% | 690 |
|
|
2018
Q2 | $14K | Buy |
124
+77
| +164% | +$8.69K | ﹤0.01% | 791 |
|
|
2018
Q1 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 871 |
|