Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,975
| Closed | -$170K | – | 431 |
|
|
2021
Q2 | $170K | Buy |
+1,975
| New | +$170K | 0.06% | 138 |
|
|
2020
Q3 | – | Sell |
-5,576
| Closed | -$371K | – | 118 |
|
|
2020
Q2 | $371K | Buy |
5,576
+223
| +4% | +$14.8K | 0.21% | 76 |
|
|
2020
Q1 | $287K | Sell |
5,353
-136
| -2% | -$7.29K | 0.2% | 82 |
|
|
2019
Q4 | $612K | Buy |
5,489
+145
| +3% | +$16.2K | 0.35% | 61 |
|
|
2019
Q3 | $547K | Buy |
5,344
+74
| +1% | +$7.57K | 0.36% | 64 |
|
|
2019
Q2 | $493K | Buy |
5,270
+229
| +5% | +$21.4K | 0.34% | 65 |
|
|
2019
Q1 | $480K | Sell |
5,041
-164
| -3% | -$15.6K | 0.31% | 65 |
|
|
2018
Q4 | $442K | Sell |
5,205
-4,251
| -45% | -$361K | 0.3% | 66 |
|
|
2018
Q3 | $1.07M | Buy |
9,456
+335
| +4% | +$37.8K | 0.66% | 39 |
|
|
2018
Q2 | $1.01M | Buy |
9,121
+5,096
| +127% | +$567K | 0.68% | 37 |
|
|
2018
Q1 | $387K | Sell |
4,025
-82
| -2% | -$7.88K | 0.3% | 76 |
|
|
2017
Q4 | $418K | Buy |
+4,107
| New | +$418K | 0.31% | 74 |
|