Squar Milner Financial Services’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-690
| Closed | -$34K | – | 827 |
|
|
2019
Q2 | $34K | Sell |
690
-15
| -2% | -$739 | 0.02% | 394 |
|
|
2019
Q1 | $36K | Hold |
705
| – | – | 0.03% | 360 |
|
|
2018
Q4 | $30K | Sell |
705
-25
| -3% | -$1.06K | 0.03% | 351 |
|
|
2018
Q3 | $37K | Hold |
730
| – | – | 0.03% | 343 |
|
|
2018
Q2 | $37K | Buy |
+730
| New | +$37K | 0.03% | 390 |
|