RFWA
RPg Family Wealth Advisory’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-200
| Closed | -$17.3K | – | 264 |
|
|
2022
Q1 | $17.3K | Buy |
+200
| New | +$17.3K | 0.01% | 222 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$10.4K | – | 295 |
|
|
2020
Q3 | $10.4K | Hold |
200
| – | – | 0.01% | 276 |
|
|
2020
Q2 | $14.4K | Hold |
200
| – | – | 0.01% | 247 |
|
|
2020
Q1 | $10.7K | Hold |
200
| – | – | 0.01% | 249 |
|
|
2019
Q4 | $22.3K | Hold |
200
| – | – | 0.01% | 204 |
|
|
2019
Q3 | $20.5K | Sell |
200
-62
| -24% | -$6.35K | 0.01% | 222 |
|
|
2019
Q2 | $24.5K | Sell |
262
-31,346
| -99% | -$2.93M | 0.01% | 204 |
|
|
2019
Q1 | $3.01M | Sell |
31,608
-2,000
| -6% | -$190K | 1.78% | 18 |
|
|
2018
Q4 | $2.9M | Buy |
33,608
+33,134
| +6,990% | +$2.85M | 2.82% | 14 |
|
|
2018
Q3 | $53.4K | Sell |
474
-150
| -24% | -$16.9K | 0.04% | 105 |
|
|
2018
Q2 | $70.1K | Sell |
624
-28,531
| -98% | -$3.2M | 0.05% | 99 |
|
|
2018
Q1 | $2.8M | Buy |
29,155
+28,282
| +3,240% | +$2.71M | 2.29% | 16 |
|
|
2017
Q4 | $88.3K | Hold |
873
| – | – | 0.07% | 69 |
|
|
2017
Q3 | $80K | Sell |
873
-17,159
| -95% | -$1.57M | 0.07% | 92 |
|
|
2017
Q2 | $1.49M | Buy |
18,032
+16,861
| +1,440% | +$1.39M | 1.3% | 25 |
|
|
2017
Q1 | $92.8K | Sell |
1,171
-15,180
| -93% | -$1.2M | 0.08% | 80 |
|
|
2016
Q4 | $1.41M | Buy |
16,351
+319
| +2% | +$27.6K | 1.21% | 27 |
|
|
2016
Q3 | $1.29M | Buy |
16,032
+8,400
| +110% | +$677K | 0.91% | 34 |
|
|
2016
Q2 | $606K | Sell |
7,632
-388
| -5% | -$30.8K | 0.27% | 42 |
|
|
2016
Q1 | $694K | Buy |
8,020
+7,185
| +860% | +$622K | 0.54% | 42 |
|
|
2015
Q4 | $68.3K | Buy |
+835
| New | +$68.3K | 0.06% | 78 |
|