MPS Loria Financial Planners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-819
| Closed | -$66K | – | 459 |
|
|
2021
Q1 | $66K | Hold |
819
| – | – | 0.03% | 144 |
|
|
2020
Q4 | $57K | Buy |
819
+186
| +29% | +$12.9K | 0.03% | 150 |
|
|
2020
Q3 | $33K | Hold |
633
| – | – | 0.02% | 169 |
|
|
2020
Q2 | $46K | Buy |
+633
| New | +$46K | 0.02% | 148 |
|
|
2017
Q3 | – | Sell |
-633
| Closed | -$53K | – | 274 |
|
|
2017
Q2 | $53K | Buy |
+633
| New | +$53K | 0.04% | 145 |
|