Wealthfront’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $915K | Sell |
8,114
-1,449
| -15% | -$163K | 0.01% | 270 |
|
|
2018
Q2 | $1.07M | Buy |
9,563
+3,085
| +48% | +$346K | 0.01% | 233 |
|
|
2018
Q1 | $621K | Buy |
6,478
+278
| +4% | +$26.7K | 0.01% | 351 |
|
|
2017
Q4 | $627K | Buy |
6,200
+372
| +6% | +$37.6K | 0.01% | 313 |
|
|
2017
Q3 | $534K | Buy |
5,828
+305
| +6% | +$27.9K | 0.01% | 310 |
|
|
2017
Q2 | $457K | Buy |
5,523
+285
| +5% | +$23.6K | 0.01% | 292 |
|
|
2017
Q1 | $415K | Sell |
5,238
-504
| -9% | -$39.9K | 0.01% | 267 |
|
|
2016
Q4 | $496K | Buy |
5,742
+553
| +11% | +$47.8K | 0.01% | 202 |
|
|
2016
Q3 | $418K | Sell |
5,189
-2,400
| -32% | -$193K | 0.01% | 215 |
|
|
2016
Q2 | $602K | Buy |
7,589
+783
| +12% | +$62.1K | 0.02% | 145 |
|
|
2016
Q1 | $589K | Sell |
6,806
-70
| -1% | -$6.06K | 0.02% | 135 |
|
|
2015
Q4 | $562K | Buy |
6,876
+965
| +16% | +$78.9K | 0.02% | 130 |
|
|
2015
Q3 | $454K | Buy |
5,911
+1,022
| +21% | +$78.5K | 0.02% | 144 |
|
|
2015
Q2 | $394K | Buy |
4,889
+765
| +19% | +$61.7K | 0.02% | 142 |
|
|
2015
Q1 | $324K | Buy |
4,124
+1,654
| +67% | +$130K | 0.02% | 145 |
|
|
2014
Q4 | $177K | Sell |
2,470
-1,529
| -38% | -$110K | 0.01% | 244 |
|
|
2014
Q3 | $325K | Buy |
3,999
+1,165
| +41% | +$94.7K | 0.02% | 86 |
|
|
2014
Q2 | $231K | Buy |
2,834
+1,166
| +70% | +$95K | 0.02% | 91 |
|
|
2014
Q1 | $133K | Buy |
+1,668
| New | +$133K | 0.02% | 93 |
|