TAIM
TD Ameritrade Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,580
| Closed | -$246K | – | 363 |
|
|
2023
Q2 | $246K | Sell |
2,580
-312
| -11% | -$29.7K | ﹤0.01% | 153 |
|
|
2023
Q1 | $293K | Sell |
2,892
-964
| -25% | -$97.7K | ﹤0.01% | 148 |
|
|
2022
Q4 | $401K | Sell |
3,856
-1,370
| -26% | -$142K | ﹤0.01% | 146 |
|
|
2022
Q3 | $422K | Sell |
5,226
-1,292
| -20% | -$104K | ﹤0.01% | 151 |
|
|
2022
Q2 | $534K | Sell |
6,518
-2,030
| -24% | -$166K | ﹤0.01% | 152 |
|
|
2022
Q1 | $738K | Buy |
8,548
+586
| +7% | +$50.6K | 0.01% | 150 |
|
|
2021
Q4 | $577K | Buy |
+7,962
| New | +$577K | ﹤0.01% | 170 |
|
|
2021
Q3 | – | Sell |
-6
| Closed | -$1K | – | 690 |
|
|
2021
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 622 |
|
|
2020
Q3 | – | Sell |
-53
| Closed | -$4K | – | 649 |
|
|
2020
Q2 | $4K | Sell |
53
-2
| -4% | -$151 | ﹤0.01% | 529 |
|
|
2020
Q1 | $3K | Sell |
55
-140
| -72% | -$7.64K | ﹤0.01% | 521 |
|
|
2019
Q4 | $22K | Buy |
195
+11
| +6% | +$1.24K | ﹤0.01% | 384 |
|
|
2019
Q3 | $19K | Sell |
184
-245
| -57% | -$25.3K | ﹤0.01% | 380 |
|
|
2019
Q2 | $40K | Buy |
429
+61
| +17% | +$5.69K | ﹤0.01% | 278 |
|
|
2019
Q1 | $35K | Sell |
368
-67
| -15% | -$6.37K | ﹤0.01% | 271 |
|
|
2018
Q4 | $37K | Buy |
435
+337
| +344% | +$28.7K | ﹤0.01% | 256 |
|
|
2018
Q3 | $11K | Buy |
98
+58
| +145% | +$6.51K | ﹤0.01% | 325 |
|
|
2018
Q2 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 283 |
|