TWMP
Taylor Wealth Management Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-29
| Closed | -$2K | – | 101 |
|
|
2018
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 118 |
|
|
2018
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 128 |
|
|
2018
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 129 |
|
|
2018
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 124 |
|
|
2017
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 147 |
|
|
2017
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 151 |
|
|
2017
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 156 |
|
|
2017
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 154 |
|
|
2016
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 152 |
|
|
2016
Q3 | $2K | Sell |
29
-200
| -87% | -$13.8K | ﹤0.01% | 148 |
|
|
2016
Q2 | $18K | Hold |
229
| – | – | 0.01% | 107 |
|
|
2016
Q1 | $20K | Hold |
229
| – | – | 0.01% | 98 |
|
|
2015
Q4 | $19K | Hold |
229
| – | – | 0.01% | 98 |
|
|
2015
Q3 | $18K | Hold |
229
| – | – | 0.01% | 104 |
|
|
2015
Q2 | $18K | Hold |
229
| – | – | 0.01% | 134 |
|
|
2015
Q1 | $18K | Buy |
+229
| New | +$18K | 0.01% | 122 |
|