Wealth Advisors of Tampa Bay’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,800
| Closed | -$456K | – | 74 |
|
|
2020
Q3 | $456K | Hold |
8,800
| – | – | 0.34% | 63 |
|
|
2020
Q2 | $633K | Sell |
8,800
-60
| -0.7% | -$4.32K | 0.53% | 52 |
|
|
2020
Q1 | $475K | Hold |
8,860
| – | – | 0.53% | 49 |
|
|
2019
Q4 | $987K | Hold |
8,860
| – | – | 0.91% | 39 |
|
|
2019
Q3 | $907K | Hold |
8,860
| – | – | 0.75% | 46 |
|
|
2019
Q2 | $829K | Buy |
+8,860
| New | +$829K | 0.6% | 51 |
|