Shine Investment Advisory Services’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 | $6K | Hold |
125
| – | – | ﹤0.01% | 613 |
|
|
2020
Q2 | $9K | Hold |
125
| – | – | ﹤0.01% | 572 |
|
|
2020
Q1 | $7K | Sell |
125
-36
| -22% | -$2.02K | ﹤0.01% | 565 |
|
|
2019
Q4 | $18K | Buy |
161
+125
| +347% | +$14K | 0.01% | 490 |
|
|
2019
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 672 |
|
|
2019
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 660 |
|
|
2018
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 642 |
|
|
2018
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 618 |
|
|
2018
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 622 |
|
|
2018
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 621 |
|
|
2017
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 617 |
|
|
2017
Q3 | $3K | Sell |
36
-50
| -58% | -$4.17K | ﹤0.01% | 632 |
|
|
2017
Q2 | $7K | Buy |
+86
| New | +$7K | ﹤0.01% | 576 |
|