Redwood Wealth Management Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,678
| Closed | -$221K | – | 166 |
|
|
2024
Q3 | $221K | Sell |
1,678
-169
| -9% | -$22.2K | 0.11% | 151 |
|
|
2024
Q2 | $261K | Sell |
1,847
-18
| -1% | -$2.54K | 0.2% | 99 |
|
|
2024
Q1 | $305K | Buy |
1,865
+51
| +3% | +$8.33K | 0.32% | 88 |
|
|
2023
Q4 | $241K | Sell |
1,814
-49
| -3% | -$6.52K | 0.27% | 102 |
|
|
2023
Q3 | $224K | Buy |
+1,863
| New | +$224K | 0.26% | 107 |
|