Wealthspire Advisors (Maryland)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $447K | Sell |
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|
2020
Q2 | $630K | Sell |
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|
2020
Q1 | $510K | Sell |
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|
2019
Q4 | $1.37M | Sell |
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|
2019
Q3 | $1.3M | Buy |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $994K | Sell |
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|
2018
Q3 | $1.31M | Sell |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $1.11M | Sell |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $753K | Buy |
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|
2017
Q2 | $661K | Buy |
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|
2017
Q1 | $573K | Buy |
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|
2016
Q4 | $534K | Sell |
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|
2016
Q3 | $500K | Sell |
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|
2016
Q2 | $494K | Buy |
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|
2016
Q1 | $537K | Buy |
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|
2015
Q4 | $380K | Buy |
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