Stonebridge Financial Planning Group’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 |
-175
| Closed | -$14K | – | 421 |
|
|
2021
Q3 | $14K | Hold |
175
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $14K | Hold |
175
| – | – | 0.01% | 336 |
|
|
2021
Q1 | $14K | Hold |
175
| – | – | 0.01% | 334 |
|
|
2020
Q4 | $12K | Hold |
175
| – | – | 0.01% | 316 |
|
|
2020
Q3 | $9K | Hold |
175
| – | – | 0.01% | 322 |
|
|
2020
Q2 | $12K | Hold |
175
| – | – | 0.01% | 298 |
|
|
2020
Q1 | $11K | Buy |
+175
| New | +$11K | 0.01% | 294 |
|