Lindbrook Capital’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,240
| Closed | -$45K | – | 1921 |
|
2020
Q2 | $45K | Buy |
1,240
+80
| +7% | +$2.9K | 0.01% | 385 |
|
2020
Q1 | $42K | Sell |
1,160
-80
| -6% | -$2.9K | 0.02% | 367 |
|
2019
Q4 | $76K | Hold |
1,240
| – | – | 0.03% | 314 |
|
2019
Q3 | $70K | Hold |
1,240
| – | – | 0.03% | 315 |
|
2019
Q2 | $61K | Buy |
1,240
+400
| +48% | +$19.7K | 0.02% | 353 |
|
2019
Q1 | $43K | Buy |
840
+20
| +2% | +$1.02K | 0.02% | 459 |
|
2018
Q4 | $34K | Buy |
+820
| New | +$34K | 0.02% | 462 |
|