Price Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $75K | Buy |
+1,439
| New | +$75K | 0.02% | 115 |
|
|
2020
Q2 | – | Sell |
-34
| Closed | -$2K | – | 533 |
|
|
2020
Q1 | $2K | Buy |
34
+22
| +183% | +$1.29K | ﹤0.01% | 250 |
|
|
2019
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 355 |
|
|
2018
Q3 | – | Sell |
-252
| Closed | -$28K | – | 390 |
|
|
2018
Q2 | $28K | Buy |
252
+145
| +136% | +$16.1K | 0.01% | 163 |
|
|
2018
Q1 | $10K | Sell |
107
-107
| -50% | -$10K | 0.01% | 165 |
|
|
2017
Q4 | $21K | Buy |
+214
| New | +$21K | 0.01% | 113 |
|