Lenox Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-441
| Closed | -$16K | – | 1030 |
|
2021
Q3 | $16K | Hold |
441
| – | – | ﹤0.01% | 408 |
|
2021
Q2 | $17K | Hold |
441
| – | – | ﹤0.01% | 399 |
|
2021
Q1 | $14K | Hold |
441
| – | – | ﹤0.01% | 367 |
|
2020
Q4 | $12K | Hold |
441
| – | – | ﹤0.01% | 403 |
|
2020
Q3 | $10K | Hold |
441
| – | – | ﹤0.01% | 377 |
|
2020
Q2 | $16K | Hold |
441
| – | – | ﹤0.01% | 331 |
|
2020
Q1 | $16K | Hold |
441
| – | – | ﹤0.01% | 300 |
|
2019
Q4 | $27K | Hold |
441
| – | – | ﹤0.01% | 290 |
|
2019
Q3 | $25K | Buy |
+441
| New | +$25K | ﹤0.01% | 263 |
|