Wealthspire Advisors (Maryland)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $447K | Sell |
8,614
-150
| -2% | -$7.78K | 0.02% | 296 |
|
|
2020
Q2 | $630K | Sell |
8,764
-740
| -8% | -$53.2K | 0.05% | 217 |
|
|
2020
Q1 | $510K | Sell |
9,504
-2,798
| -23% | -$150K | 0.04% | 229 |
|
|
2019
Q4 | $1.37M | Sell |
12,302
-422
| -3% | -$47K | 0.09% | 129 |
|
|
2019
Q3 | $1.3M | Buy |
12,724
+3
| +0% | +$307 | 0.1% | 118 |
|
|
2019
Q2 | $1.19M | Buy |
12,721
+718
| +6% | +$67.2K | 0.09% | 122 |
|
|
2019
Q1 | $1.14M | Buy |
12,003
+463
| +4% | +$44.1K | 0.09% | 122 |
|
|
2018
Q4 | $994K | Sell |
11,540
-51
| -0.4% | -$4.39K | 0.09% | 122 |
|
|
2018
Q3 | $1.31M | Sell |
11,591
-60
| -0.5% | -$6.77K | 0.11% | 109 |
|
|
2018
Q2 | $1.31M | Buy |
11,651
+38
| +0.3% | +$4.27K | 0.12% | 102 |
|
|
2018
Q1 | $1.11M | Sell |
11,613
-394
| -3% | -$37.8K | 0.1% | 114 |
|
|
2017
Q4 | $1.22M | Buy |
12,007
+3,784
| +46% | +$383K | 0.12% | 114 |
|
|
2017
Q3 | $753K | Buy |
8,223
+227
| +3% | +$20.8K | 0.08% | 163 |
|
|
2017
Q2 | $661K | Buy |
7,996
+765
| +11% | +$63.2K | 0.08% | 175 |
|
|
2017
Q1 | $573K | Buy |
7,231
+1,050
| +17% | +$83.2K | 0.08% | 161 |
|
|
2016
Q4 | $534K | Sell |
6,181
-31
| -0.5% | -$2.68K | 0.08% | 164 |
|
|
2016
Q3 | $500K | Sell |
6,212
-13
| -0.2% | -$1.05K | 0.08% | 176 |
|
|
2016
Q2 | $494K | Buy |
6,225
+28
| +0.5% | +$2.22K | 0.08% | 164 |
|
|
2016
Q1 | $537K | Buy |
6,197
+1,548
| +33% | +$134K | 0.09% | 144 |
|
|
2015
Q4 | $380K | Buy |
+4,649
| New | +$380K | 0.07% | 203 |
|