Wealth Quarterback’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $56K | Buy |
798
+107
| +15% | +$7.51K | 0.04% | 218 |
|
|
2021
Q2 | $60K | Buy |
+691
| New | +$60K | 0.04% | 215 |
|
|
2020
Q2 | – | Sell |
-1,279
| Closed | -$68.6K | – | 593 |
|
|
2020
Q1 | $68.6K | Sell |
1,279
-15,652
| -92% | -$840K | 0.06% | 188 |
|
|
2019
Q4 | $159K | Buy |
+16,931
| New | +$159K | 0.14% | 126 |
|