Ten Capital Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-584
| Closed | -$59.2K | – | 446 |
|
|
2023
Q1 | $59.2K | Buy |
584
+312
| +115% | +$31.6K | 0.02% | 206 |
|
|
2022
Q4 | $28.3K | Hold |
272
| – | – | 0.01% | 231 |
|
|
2022
Q3 | $22K | Buy |
272
+107
| +65% | +$8.65K | 0.01% | 235 |
|
|
2022
Q2 | $14K | Hold |
165
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $14K | Hold |
165
| – | – | 0.01% | 252 |
|
|
2021
Q4 | $12K | Sell |
165
-62
| -27% | -$4.51K | ﹤0.01% | 286 |
|
|
2021
Q3 | $16K | Buy |
227
+150
| +195% | +$10.6K | 0.01% | 225 |
|
|
2021
Q2 | $7K | Buy |
77
+15
| +24% | +$1.36K | ﹤0.01% | 349 |
|
|
2021
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 309 |
|