MFT
Moisand Fitzgerald Tamayo’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.9K | Hold |
385
| – | – | 0.01% | 202 |
|
|
2025
Q1 | $47.5K | Buy |
+385
| New | +$47.5K | 0.01% | 192 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$6.01K | – | 782 |
|
|
2023
Q3 | $6.01K | Sell |
50
-50
| -50% | -$6.01K | ﹤0.01% | 402 |
|
|
2023
Q2 | $9.54K | Hold |
100
| – | – | ﹤0.01% | 324 |
|
|
2023
Q1 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2022
Q4 | $10.4K | Hold |
100
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 311 |
|
|
2022
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 287 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$7K | – | 614 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 281 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 274 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 275 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 234 |
|
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 244 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 245 |
|
|
2020
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 208 |
|