PFA
Paradigm Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,340
| Closed | -$201K | – | 230 |
|
|
2021
Q2 | $201K | Buy |
+2,340
| New | +$201K | 0.04% | 203 |
|
|
2020
Q1 | – | Sell |
-2,340
| Closed | -$261K | – | 128 |
|
|
2019
Q4 | $261K | Hold |
2,340
| – | – | 0.09% | 107 |
|
|
2019
Q3 | $240K | Hold |
2,340
| – | – | 0.09% | 103 |
|
|
2019
Q2 | $219K | Hold |
2,340
| – | – | 0.08% | 111 |
|
|
2019
Q1 | $223K | Hold |
2,340
| – | – | 0.08% | 106 |
|
|
2018
Q4 | $202K | Sell |
2,340
-131
| -5% | -$11.3K | 0.09% | 104 |
|
|
2018
Q3 | $278K | Buy |
2,471
+131
| +6% | +$14.7K | 0.11% | 95 |
|
|
2018
Q2 | $262K | Hold |
2,340
| – | – | 0.11% | 92 |
|
|
2018
Q1 | $224K | Hold |
2,340
| – | – | 0.1% | 99 |
|
|
2017
Q4 | $236K | Hold |
2,340
| – | – | 0.11% | 94 |
|
|
2017
Q3 | $214K | Buy |
+2,340
| New | +$214K | 0.1% | 100 |
|
|
2017
Q1 | – | Sell |
-2,340
| Closed | -$202K | – | 109 |
|
|
2016
Q4 | $202K | Buy |
+2,340
| New | +$202K | 0.11% | 98 |
|
|
2014
Q2 | – | Sell |
-9
| Closed | -$1K | – | 180 |
|
|
2014
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 255 |
|
|
2013
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 260 |
|