Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$18K | – | 501 |
|
|
2021
Q4 | $18K | Hold |
500
| – | – | 0.01% | 266 |
|
|
2021
Q3 | $18K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $20K | Sell |
500
-200
| -29% | -$8K | 0.01% | 273 |
|
|
2021
Q1 | $22K | Hold |
700
| – | – | 0.01% | 226 |
|
|
2020
Q4 | $18K | Hold |
700
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $16K | Hold |
700
| – | – | 0.01% | 206 |
|
|
2020
Q2 | $25K | Hold |
700
| – | – | 0.02% | 183 |
|
|
2020
Q1 | $26K | Hold |
700
| – | – | 0.02% | 169 |
|
|
2019
Q4 | $43K | Hold |
700
| – | – | 0.03% | 162 |
|
|
2019
Q3 | $40K | Hold |
700
| – | – | 0.03% | 161 |
|
|
2019
Q2 | $35K | Hold |
700
| – | – | 0.02% | 178 |
|
|
2019
Q1 | $37K | Hold |
700
| – | – | 0.03% | 170 |
|
|
2018
Q4 | $29K | Buy |
+700
| New | +$29K | 0.02% | 169 |
|