tru Independence’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-468
| Closed | -$33 | – | 612 |
|
|
2020
Q4 | $33 | Buy |
468
+268
| +134% | +$19 | ﹤0.01% | 513 |
|
|
2020
Q3 | $10K | Sell |
200
-2,042
| -91% | -$102K | ﹤0.01% | 281 |
|
|
2020
Q2 | $160 | Sell |
2,242
-40
| -2% | -$3 | 0.02% | 268 |
|
|
2020
Q1 | $123 | Hold |
2,282
| – | – | 0.02% | 233 |
|
|
2019
Q4 | $123K | Buy |
+2,282
| New | +$123K | 0.02% | 286 |
|