LWM
Loveless Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $316K | Buy |
3,859
+49
| +1% | +$4.01K | 0.21% | 104 |
|
|
2022
Q1 | $329K | Hold |
3,810
| – | – | 0.19% | 111 |
|
|
2021
Q4 | $276K | Hold |
3,810
| – | – | 0.15% | 120 |
|
|
2021
Q3 | $267K | Buy |
3,810
+200
| +6% | +$14K | 0.16% | 117 |
|
|
2021
Q2 | $310K | Hold |
3,610
| – | – | 0.19% | 112 |
|
|
2021
Q1 | $294K | Hold |
3,610
| – | – | 0.19% | 106 |
|
|
2020
Q4 | $252K | Buy |
+3,610
| New | +$252K | 0.19% | 106 |
|
|
2020
Q3 | – | Sell |
-3,715
| Closed | -$267K | – | 117 |
|
|
2020
Q2 | $267K | Buy |
+3,715
| New | +$267K | 0.25% | 92 |
|
|
2020
Q1 | – | Sell |
-3,421
| Closed | -$371K | – | 111 |
|
|
2019
Q4 | $371K | Buy |
+3,421
| New | +$371K | 0.32% | 82 |
|