Northwest Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-258
| Closed | -$25K | – | 380 |
|
|
2019
Q1 | $25K | Hold |
258
| – | – | 0.02% | 280 |
|
|
2018
Q4 | $22K | Hold |
258
| – | – | 0.02% | 273 |
|
|
2018
Q3 | $29K | Hold |
258
| – | – | 0.02% | 265 |
|
|
2018
Q2 | $29K | Hold |
258
| – | – | 0.02% | 269 |
|
|
2018
Q1 | $24K | Buy |
+258
| New | +$24K | 0.02% | 290 |
|