RWA
Redhawk Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,495
| Closed | -$988K | – | 203 |
|
|
2022
Q4 | $988K | Buy |
9,495
+532
| +6% | +$55.4K | 0.38% | 79 |
|
|
2022
Q3 | $724K | Buy |
8,963
+3,262
| +57% | +$263K | 0.31% | 92 |
|
|
2022
Q2 | $467K | Buy |
+5,701
| New | +$467K | 0.21% | 113 |
|
|
2020
Q3 | – | Sell |
-3,257
| Closed | -$234K | – | 232 |
|
|
2020
Q2 | $234K | Buy |
+3,257
| New | +$234K | 0.08% | 162 |
|
|
2019
Q3 | – | Sell |
-199
| Closed | -$19K | – | 360 |
|
|
2019
Q2 | $19K | Buy |
+199
| New | +$19K | 0.01% | 324 |
|