Solstein Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-15
| Closed | -$1K | – | 460 |
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 448 |
|
2021
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 433 |
|
2020
Q4 | – | Sell |
-337
| Closed | -$17K | – | 178 |
|
2020
Q3 | $17K | Hold |
337
| – | – | 0.04% | 183 |
|
2020
Q2 | $24K | Hold |
337
| – | – | 0.06% | 159 |
|
2020
Q1 | $18K | Buy |
337
+136
| +68% | +$7.26K | 0.07% | 151 |
|
2019
Q4 | $22K | Buy |
+201
| New | +$22K | 0.04% | 180 |
|