LifePlan Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $12K | Hold |
238
| – | – | 0.01% | 395 |
|
|
2020
Q2 | $17K | Hold |
238
| – | – | 0.01% | 360 |
|
|
2020
Q1 | $13K | Hold |
238
| – | – | 0.01% | 369 |
|
|
2019
Q4 | $27K | Hold |
238
| – | – | 0.01% | 310 |
|
|
2019
Q3 | $24K | Hold |
238
| – | – | 0.01% | 327 |
|
|
2019
Q2 | $22K | Hold |
238
| – | – | 0.01% | 331 |
|
|
2019
Q1 | $23K | Hold |
238
| – | – | 0.01% | 335 |
|
|
2018
Q4 | $21K | Hold |
238
| – | – | 0.01% | 324 |
|
|
2018
Q3 | $27K | Hold |
238
| – | – | 0.01% | 306 |
|
|
2018
Q2 | $27K | Hold |
238
| – | – | 0.02% | 305 |
|
|
2018
Q1 | $23K | Buy |
+238
| New | +$23K | 0.01% | 303 |
|
|
2014
Q2 | – | Sell |
-275
| Closed | -$21K | – | 180 |
|
|
2014
Q1 | $21K | Hold |
275
| – | – | 0.02% | 151 |
|
|
2013
Q4 | $21K | Hold |
275
| – | – | 0.01% | 133 |
|
|
2013
Q3 | $16K | Hold |
275
| – | – | 0.01% | 135 |
|
|
2013
Q2 | $16K | Buy |
+275
| New | +$16K | 0.02% | 104 |
|