TFO Wealth Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-361
| Closed | -$13K | – | 211 |
|
|
2021
Q3 | $13K | Buy |
+361
| New | +$13K | ﹤0.01% | 87 |
|
|
2021
Q2 | – | Sell |
-361
| Closed | -$11K | – | 212 |
|
|
2021
Q1 | $11K | Buy |
+361
| New | +$11K | ﹤0.01% | 128 |
|
|
2020
Q4 | – | Sell |
-361
| Closed | -$8K | – | 184 |
|
|
2020
Q3 | $8K | Buy |
361
+145
| +67% | +$3.21K | ﹤0.01% | 85 |
|
|
2020
Q2 | $8K | Hold |
216
| – | – | ﹤0.01% | 103 |
|
|
2020
Q1 | $7K | Hold |
216
| – | – | ﹤0.01% | 99 |
|
|
2019
Q4 | $13K | Buy |
+216
| New | +$13K | 0.01% | 121 |
|