TWMP
PSXP
Taylor Wealth Management Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-250
| Closed | -$13K | – | 165 |
|
|
2017
Q3 | $13K | Hold |
250
| – | – | 0.01% | 127 |
|
|
2017
Q2 | $12K | Hold |
250
| – | – | 0.01% | 129 |
|
|
2017
Q1 | $13K | Sell |
250
-1,000
| -80% | -$52K | 0.01% | 127 |
|
|
2016
Q4 | $61K | Sell |
1,250
-3,500
| -74% | -$171K | 0.03% | 97 |
|
|
2016
Q3 | $231K | Sell |
4,750
-153,007
| -97% | -$7.44M | 0.1% | 49 |
|
|
2016
Q2 | $8.81M | Sell |
157,757
-1,619
| -1% | -$90.5K | 3.53% | 7 |
|
|
2016
Q1 | $9.98M | Buy |
159,376
+80,461
| +102% | +$5.04M | 4.71% | 4 |
|
|
2015
Q4 | $4.85M | Buy |
78,915
+845
| +1% | +$51.9K | 2.09% | 23 |
|
|
2015
Q3 | $3.85M | Buy |
+78,070
| New | +$3.85M | 1.86% | 22 |
|