Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,048
| Closed | -$269K | – | 438 |
|
|
2024
Q3 | $269K | Sell |
2,048
-301
| -13% | -$39.6K | 0.02% | 344 |
|
|
2024
Q2 | $332K | Buy |
2,349
+766
| +48% | +$108K | 0.03% | 297 |
|
|
2024
Q1 | $259K | Sell |
1,583
-248
| -14% | -$40.5K | 0.03% | 327 |
|
|
2023
Q4 | $244K | Sell |
1,831
-46
| -2% | -$6.13K | 0.03% | 299 |
|
|
2023
Q3 | $226K | Buy |
1,877
+7
| +0.4% | +$843 | 0.03% | 288 |
|
|
2023
Q2 | $178K | Buy |
1,870
+69
| +4% | +$6.57K | 0.02% | 330 |
|
|
2023
Q1 | $183K | Buy |
1,801
+88
| +5% | +$8.94K | 0.02% | 312 |
|
|
2022
Q4 | $178K | Sell |
1,713
-189
| -10% | -$19.6K | 0.03% | 278 |
|
|
2022
Q3 | $154K | Buy |
1,902
+726
| +62% | +$58.8K | 0.02% | 298 |
|
|
2022
Q2 | $96K | Buy |
1,176
+1,099
| +1,427% | +$89.7K | 0.01% | 366 |
|
|
2022
Q1 | $7K | Hold |
77
| – | – | ﹤0.01% | 976 |
|
|
2021
Q4 | $6K | Hold |
77
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q3 | $5K | Buy |
77
+17
| +28% | +$1.1K | ﹤0.01% | 1038 |
|
|
2021
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 1066 |
|
|
2021
Q1 | – | Sell |
-60
| Closed | -$4K | – | 978 |
|
|
2020
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 877 |
|