Personal Wealth Partners’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 |
-16
| Closed | -$1K | – | 322 |
|
|
2021
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 413 |
|
|
2020
Q1 | – | Sell |
-57
| Closed | -$6K | – | 476 |
|
|
2019
Q4 | $6K | Hold |
57
| – | – | ﹤0.01% | 261 |
|
|
2019
Q3 | $6K | Buy |
57
+12
| +27% | +$1.26K | ﹤0.01% | 267 |
|
|
2019
Q2 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 256 |
|