TLFA
True Link Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26
| Closed | -$2K | – | 239 |
|
|
2021
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 728 |
|
|
2021
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 748 |
|
|
2021
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 683 |
|
|
2021
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 681 |
|
|
2020
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 682 |
|