Money Concepts Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,318
| Closed | -$449K | – | 2280 |
|
|
2022
Q4 | $449K | Buy |
4,318
+3,298
| +323% | +$343K | 0.02% | 456 |
|
|
2022
Q3 | $82K | Buy |
1,020
+59
| +6% | +$4.74K | ﹤0.01% | 611 |
|
|
2022
Q2 | $81K | Sell |
961
-2,966
| -76% | -$250K | 0.01% | 612 |
|
|
2022
Q1 | $339K | Buy |
+3,927
| New | +$339K | 0.02% | 548 |
|