Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $357K | Sell |
5,781
-98
| -2% | -$6.05K | ﹤0.01% | 2081 |
|
|
2019
Q3 | $333K | Buy |
5,879
+950
| +19% | +$53.8K | ﹤0.01% | 2086 |
|
|
2019
Q2 | $243K | Hold |
4,929
| – | – | ﹤0.01% | 2334 |
|
|
2019
Q1 | $258K | Hold |
4,929
| – | – | ﹤0.01% | 2205 |
|
|
2018
Q4 | $207K | Hold |
4,929
| – | – | ﹤0.01% | 2225 |
|
|
2018
Q3 | $252K | Buy |
4,929
+759
| +18% | +$38.8K | ﹤0.01% | 2129 |
|
|
2018
Q2 | $200K | Hold |
4,170
| – | – | ﹤0.01% | 2233 |
|
|
2018
Q1 | $200K | Buy |
4,170
+3,655
| +710% | +$175K | ﹤0.01% | 2233 |
|
|
2017
Q4 | $27K | Hold |
515
| – | – | ﹤0.01% | 3614 |
|
|
2017
Q3 | $27K | Hold |
515
| – | – | ﹤0.01% | 3520 |
|
|
2017
Q2 | $26K | Sell |
515
-300
| -37% | -$15.1K | ﹤0.01% | 3457 |
|
|
2017
Q1 | $42K | Buy |
815
+800
| +5,333% | +$41.2K | ﹤0.01% | 3049 |
|
|
2016
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 4806 |
|
|
2016
Q3 | – | Sell |
-52
| Closed | -$3K | – | 5085 |
|
|
2016
Q2 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 4357 |
|
|
2015
Q2 | – | Sell |
-310
| Closed | -$22K | – | 4941 |
|
|
2015
Q1 | $22K | Buy |
310
+281
| +969% | +$19.9K | ﹤0.01% | 3144 |
|
|
2014
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 4152 |
|