Tilia Fiduciary Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-72
| Closed | -$6.88K | – | 378 |
|
|
2023
Q2 | $6.88K | Buy |
72
+1
| +1% | +$96 | 0.01% | 406 |
|
|
2023
Q1 | $7.24K | Hold |
71
| – | – | 0.01% | 390 |
|
|
2022
Q4 | $7.36K | Buy |
71
+1
| +1% | +$104 | 0.01% | 381 |
|
|
2022
Q3 | $6K | Sell |
70
-45
| -39% | -$3.86K | 0.01% | 415 |
|
|
2022
Q2 | $9K | Buy |
115
+46
| +67% | +$3.6K | 0.01% | 391 |
|
|
2022
Q1 | $6K | Buy |
69
+1
| +1% | +$87 | 0.01% | 443 |
|
|
2021
Q4 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 481 |
|