SHJ
Sharkey, Howes & Javer’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$19K | – | 142 |
|
|
2019
Q2 | $19K | Hold |
200
| – | – | 0.01% | 138 |
|
|
2019
Q1 | $19K | Sell |
200
-45
| -18% | -$4.28K | 0.01% | 139 |
|
|
2018
Q4 | $21K | Hold |
245
| – | – | 0.01% | 134 |
|
|
2018
Q3 | $28K | Hold |
245
| – | – | 0.01% | 132 |
|
|
2018
Q2 | $28K | Hold |
245
| – | – | 0.02% | 126 |
|
|
2018
Q1 | $23K | Hold |
245
| – | – | 0.01% | 125 |
|
|
2017
Q4 | $25K | Hold |
245
| – | – | 0.01% | 123 |
|
|
2017
Q3 | $23K | Hold |
245
| – | – | 0.01% | 125 |
|
|
2017
Q2 | $20K | Sell |
245
-16
| -6% | -$1.31K | 0.01% | 128 |
|
|
2017
Q1 | $21K | Hold |
261
| – | – | 0.01% | 137 |
|
|
2016
Q4 | $23K | Hold |
261
| – | – | 0.01% | 132 |
|
|
2016
Q3 | $21K | Hold |
261
| – | – | 0.01% | 135 |
|
|
2016
Q2 | $21K | Hold |
261
| – | – | 0.01% | 133 |
|
|
2016
Q1 | $23K | Hold |
261
| – | – | 0.02% | 135 |
|
|
2015
Q4 | $21K | Buy |
261
+16
| +7% | +$1.29K | 0.01% | 154 |
|
|
2015
Q3 | $20K | Hold |
245
| – | – | 0.02% | 152 |
|
|
2015
Q2 | $20K | Sell |
245
-105
| -30% | -$8.57K | 0.02% | 141 |
|
|
2015
Q1 | $28K | Buy |
+350
| New | +$28K | 0.02% | 139 |
|