SWS
SYSTM Wealth Solutions’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,130
| Closed | -$838K | – | 898 |
|
|
2024
Q1 | $838K | Buy |
5,130
+638
| +14% | +$104K | 0.11% | 222 |
|
|
2023
Q4 | $598K | Buy |
4,492
+881
| +24% | +$117K | 0.08% | 251 |
|
|
2023
Q3 | $434K | Sell |
3,611
-254
| -7% | -$30.5K | 0.07% | 302 |
|
|
2023
Q2 | $369K | Sell |
3,865
-99
| -2% | -$9.44K | 0.05% | 361 |
|
|
2023
Q1 | $402K | Sell |
3,964
-1
| -0% | -$101 | 0.06% | 334 |
|
|
2022
Q4 | $413K | Buy |
+3,965
| New | +$413K | 0.05% | 376 |
|