Lee Financial’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 |
-1,233
| Closed | -$44K | – | 1011 |
|
|
2021
Q4 | $44K | Hold |
1,233
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $44K | Hold |
1,233
| – | – | 0.01% | 245 |
|
|
2021
Q2 | $49K | Buy |
1,233
+272
| +28% | +$10.8K | 0.01% | 233 |
|
|
2021
Q1 | $30K | Sell |
961
-447
| -32% | -$14K | 0.01% | 267 |
|
|
2020
Q4 | $37K | Hold |
1,408
| – | – | 0.01% | 230 |
|
|
2020
Q3 | $32K | Sell |
1,408
-904
| -39% | -$20.5K | 0.01% | 270 |
|
|
2020
Q2 | $83K | Buy |
2,312
+311
| +16% | +$11.2K | 0.02% | 159 |
|
|
2020
Q1 | $73K | Buy |
2,001
+132
| +7% | +$4.82K | 0.02% | 147 |
|
|
2019
Q4 | $115K | Buy |
1,869
+198
| +12% | +$12.2K | 0.02% | 146 |
|
|
2019
Q3 | $95K | Buy |
1,671
+269
| +19% | +$15.3K | 0.02% | 155 |
|
|
2019
Q2 | $69K | Buy |
+1,402
| New | +$69K | 0.02% | 183 |
|
|
2018
Q3 | – | Sell |
-1,281
| Closed | -$65K | – | 822 |
|
|
2018
Q2 | $65K | Buy |
1,281
+157
| +14% | +$7.97K | 0.02% | 248 |
|
|
2018
Q1 | $54K | Buy |
+1,124
| New | +$54K | 0.01% | 256 |
|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$97K | – | 453 |
|
|
2016
Q4 | $97K | Buy |
+2,000
| New | +$97K | 0.05% | 141 |
|