Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-300
| Closed | -$11K | – | 2324 |
|
|
2021
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 1477 |
|
|
2021
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 1459 |
|
|
2021
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 1395 |
|
|
2021
Q1 | $10K | Sell |
300
-300
| -50% | -$10K | ﹤0.01% | 1370 |
|
|
2020
Q4 | $16K | Hold |
600
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q3 | $14K | Hold |
600
| – | – | ﹤0.01% | 937 |
|
|
2020
Q2 | $22K | Hold |
600
| – | – | 0.01% | 725 |
|
|
2020
Q1 | $22K | Hold |
600
| – | – | 0.01% | 645 |
|
|
2019
Q4 | $37K | Hold |
600
| – | – | 0.01% | 538 |
|
|
2019
Q3 | $34K | Hold |
600
| – | – | 0.02% | 519 |
|
|
2019
Q2 | $30K | Hold |
600
| – | – | 0.01% | 541 |
|
|
2019
Q1 | $31K | Buy |
600
+300
| +100% | +$15.5K | 0.02% | 468 |
|
|
2018
Q4 | $13K | Buy |
+300
| New | +$13K | 0.01% | 569 |
|