TrueWealth LLC’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $106K | Sell |
1,479
-100
| -6% | -$7.17K | 0.04% | 197 |
|
|
2020
Q1 | $85K | Buy |
1,579
+29
| +2% | +$1.56K | 0.04% | 196 |
|
|
2019
Q4 | $173K | Hold |
1,550
| – | – | 0.07% | 152 |
|
|
2019
Q3 | $159K | Hold |
1,550
| – | – | 0.07% | 153 |
|
|
2019
Q2 | $145K | Buy |
1,550
+32
| +2% | +$2.99K | 0.06% | 163 |
|
|
2019
Q1 | $144K | Hold |
1,518
| – | – | 0.07% | 162 |
|
|
2018
Q4 | $131K | Sell |
1,518
-6
| -0.4% | -$518 | 0.07% | 160 |
|
|
2018
Q3 | $172K | Buy |
1,524
+34
| +2% | +$3.84K | 0.08% | 150 |
|
|
2018
Q2 | $167K | Hold |
1,490
| – | – | 0.08% | 149 |
|
|
2018
Q1 | $143K | Hold |
1,490
| – | – | 0.07% | 154 |
|
|
2017
Q4 | $151K | Buy |
+1,490
| New | +$151K | 0.07% | 165 |
|