Leelyn Smith’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-220
| Closed | -$22.8K | – | 340 |
|
|
2022
Q4 | $22.8K | Buy |
220
+1
| +0.5% | +$104 | 0.01% | 243 |
|
|
2022
Q3 | $18K | Buy |
219
+1
| +0.5% | +$82 | 0.01% | 243 |
|
|
2022
Q2 | $18K | Hold |
218
| – | – | ﹤0.01% | 259 |
|
|
2022
Q1 | $19K | Buy |
218
+1
| +0.5% | +$87 | 0.01% | 247 |
|
|
2021
Q4 | $16K | Buy |
217
+1
| +0.5% | +$74 | ﹤0.01% | 259 |
|
|
2021
Q3 | $15K | Buy |
216
+1
| +0.5% | +$69 | ﹤0.01% | 252 |
|
|
2021
Q2 | $18K | Hold |
215
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $17K | Buy |
215
+2
| +0.9% | +$158 | 0.01% | 253 |
|
|
2020
Q4 | $15K | Buy |
213
+52
| +32% | +$3.66K | ﹤0.01% | 247 |
|
|
2020
Q3 | $8K | Hold |
161
| – | – | ﹤0.01% | 277 |
|
|
2020
Q2 | $12K | Buy |
161
+1
| +0.6% | +$75 | ﹤0.01% | 302 |
|
|
2020
Q1 | $9K | Sell |
160
-4
| -2% | -$225 | ﹤0.01% | 249 |
|
|
2019
Q4 | $18 | Buy |
+164
| New | +$18 | 0.01% | 230 |
|