TD Ameritrade Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $534K | Sell |
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|
2022
Q1 | $738K | Buy |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $22K | Buy |
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|
2019
Q3 | $19K | Sell |
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|
2019
Q2 | $40K | Buy |
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|
2019
Q1 | $35K | Sell |
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|
2018
Q4 | $37K | Buy |
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|
2018
Q3 | $11K | Buy |
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|
2018
Q2 | $4K | Buy |
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