Mirabella Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,115
| Closed | -$297K | – | 565 |
|
|
2023
Q2 | $297K | Buy |
+3,115
| New | +$297K | 0.03% | 360 |
|
|
2022
Q4 | – | Sell |
-18,578
| Closed | -$1.5M | – | 496 |
|
|
2022
Q3 | $1.5M | Buy |
+18,578
| New | +$1.5M | 0.16% | 86 |
|
|
2022
Q2 | – | Sell |
-4,794
| Closed | -$414K | – | 670 |
|
|
2022
Q1 | $414K | Buy |
+4,794
| New | +$414K | 0.05% | 278 |
|
|
2021
Q4 | – | Sell |
-3,194
| Closed | -$224K | – | 565 |
|
|
2021
Q3 | $224K | Buy |
+3,194
| New | +$224K | 0.03% | 385 |
|