TFO Wealth Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$1.14K | – | 595 |
|
|
2024
Q1 | $1.14K | Hold |
7
| – | – | ﹤0.01% | 144 |
|
|
2023
Q4 | $932 | Sell |
7
-11
| -61% | -$1.47K | ﹤0.01% | 211 |
|
|
2023
Q3 | $1.72K | Buy |
18
+11
| +157% | +$1.05K | ﹤0.01% | 219 |
|
|
2023
Q2 | $668 | Hold |
7
| – | – | ﹤0.01% | 242 |
|
|
2023
Q1 | $710 | Buy |
7
+6
| +600% | +$609 | ﹤0.01% | 198 |
|
|
2022
Q4 | $101 | Buy |
+1
| New | +$101 | ﹤0.01% | 774 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$1K | – | 155 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 130 |
|