Pathstone Family Office’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-314
| Closed | -$8K | – | 1478 |
|
2020
Q4 | $8K | Hold |
314
| – | – | ﹤0.01% | 903 |
|
2020
Q3 | $7K | Buy |
+314
| New | +$7K | ﹤0.01% | 641 |
|
2020
Q2 | – | Sell |
-414
| Closed | -$15K | – | 1059 |
|
2020
Q1 | $15K | Buy |
+414
| New | +$15K | ﹤0.01% | 460 |
|
2019
Q4 | – | Sell |
-282
| Closed | -$16K | – | 684 |
|
2019
Q3 | $16K | Buy |
+282
| New | +$16K | ﹤0.01% | 430 |
|