Toth Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,100
| Closed | -$62K | – | 538 |
|
|
2019
Q3 | $62K | Hold |
1,100
| – | – | 0.01% | 217 |
|
|
2019
Q2 | $54K | Sell |
1,100
-9,667
| -90% | -$475K | 0.01% | 219 |
|
|
2019
Q1 | $564K | Buy |
10,767
+8,909
| +479% | +$467K | 0.13% | 102 |
|
|
2018
Q4 | $78K | Sell |
1,858
-9,158
| -83% | -$384K | 0.02% | 159 |
|
|
2018
Q3 | $563K | Sell |
11,016
-1,072
| -9% | -$54.8K | 0.12% | 112 |
|
|
2018
Q2 | $617K | Sell |
12,088
-1,082
| -8% | -$55.2K | 0.14% | 111 |
|
|
2018
Q1 | $629K | Buy |
13,170
+1,109
| +9% | +$53K | 0.15% | 109 |
|
|
2017
Q4 | $631K | Sell |
12,061
-11,133
| -48% | -$582K | 0.15% | 111 |
|
|
2017
Q3 | $1.22M | Buy |
+23,194
| New | +$1.22M | 0.31% | 81 |
|