Klaas Financial Asset Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-392
| Closed | -$34K | – | 86 |
|
|
2022
Q1 | $34K | Buy |
392
+4
| +1% | +$347 | 0.01% | 57 |
|
|
2021
Q4 | $28K | Buy |
388
+5
| +1% | +$361 | 0.01% | 59 |
|
|
2021
Q3 | $27K | Buy |
383
+5
| +1% | +$352 | 0.01% | 60 |
|
|
2021
Q2 | $32K | Buy |
378
+4
| +1% | +$339 | 0.01% | 61 |
|
|
2021
Q1 | $31K | Buy |
374
+4
| +1% | +$332 | 0.01% | 51 |
|
|
2020
Q4 | $26K | Buy |
+370
| New | +$26K | 0.01% | 51 |
|