Paradigm Financial Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $261K | Hold |
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|
2019
Q3 | $240K | Hold |
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|
2019
Q2 | $219K | Hold |
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|
2019
Q1 | $223K | Hold |
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|
2018
Q4 | $202K | Sell |
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|
2018
Q3 | $278K | Buy |
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|
2018
Q2 | $262K | Hold |
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|
2018
Q1 | $224K | Hold |
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|
2017
Q4 | $236K | Hold |
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|
2017
Q3 | $214K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $202K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Buy |
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