THWM
Taylor Hoffman Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-110
| Closed | -$12K | – | 310 |
|
|
2019
Q4 | $12K | Sell |
110
-16
| -13% | -$1.75K | 0.01% | 301 |
|
|
2019
Q3 | $13K | Hold |
126
| – | – | 0.01% | 290 |
|
|
2019
Q2 | $12K | Hold |
126
| – | – | 0.01% | 275 |
|
|
2019
Q1 | $12K | Hold |
126
| – | – | 0.01% | 277 |
|
|
2018
Q4 | $11K | Hold |
126
| – | – | 0.01% | 277 |
|
|
2018
Q3 | $14K | Hold |
126
| – | – | 0.01% | 262 |
|
|
2018
Q2 | $14K | Hold |
126
| – | – | 0.01% | 247 |
|
|
2018
Q1 | $12K | Hold |
126
| – | – | 0.01% | 265 |
|
|
2017
Q4 | $13K | Buy |
+126
| New | +$13K | 0.01% | 270 |
|