Total Clarity Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-439
| Closed | -$36K | – | 797 |
|
|
2022
Q2 | $36K | Buy |
+439
| New | +$36K | 0.02% | 459 |
|
|
2022
Q1 | – | Sell |
-279
| Closed | -$20K | – | 734 |
|
|
2021
Q4 | $20K | Buy |
279
+25
| +10% | +$1.79K | 0.01% | 568 |
|
|
2021
Q3 | $18K | Buy |
+254
| New | +$18K | 0.01% | 575 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$16K | – | 607 |
|
|
2021
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 493 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$28K | – | 486 |
|
|
2019
Q4 | $28K | Buy |
+250
| New | +$28K | 0.02% | 346 |
|