Omnia Family Wealth’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 |
-150
| Closed | -$14K | – | 413 |
|
|
2019
Q1 | $14K | Buy |
150
+118
| +369% | +$11K | 0.01% | 238 |
|
|
2018
Q4 | $3K | Sell |
32
-973
| -97% | -$91.2K | ﹤0.01% | 356 |
|
|
2018
Q3 | $113K | Hold |
1,005
| – | – | 0.05% | 114 |
|
|
2018
Q2 | $113K | Buy |
1,005
+973
| +3,041% | +$109K | 0.05% | 113 |
|
|
2018
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 380 |
|
|
2017
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 387 |
|
|
2017
Q3 | $3K | Sell |
32
-62
| -66% | -$5.81K | ﹤0.01% | 399 |
|
|
2017
Q2 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 323 |
|
|
2017
Q1 | – | Sell |
-92
| Closed | -$8K | – | 762 |
|
|
2016
Q4 | $8K | Buy |
+92
| New | +$8K | ﹤0.01% | 318 |
|