Wealthspire Advisors (Maryland)’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-820
| Closed | -$43K | – | 2561 |
|
|
2019
Q1 | $43K | Sell |
820
-10
| -1% | -$524 | ﹤0.01% | 949 |
|
|
2018
Q4 | $35K | Buy |
830
+20
| +2% | +$843 | ﹤0.01% | 1003 |
|
|
2018
Q3 | $41K | Sell |
810
-143
| -15% | -$7.24K | ﹤0.01% | 1041 |
|
|
2018
Q2 | $49K | Sell |
953
-554
| -37% | -$28.5K | ﹤0.01% | 988 |
|
|
2018
Q1 | $72K | Sell |
1,507
-80
| -5% | -$3.82K | 0.01% | 844 |
|
|
2017
Q4 | $83K | Buy |
1,587
+100
| +7% | +$5.23K | 0.01% | 787 |
|
|
2017
Q3 | $78K | Buy |
1,487
+240
| +19% | +$12.6K | 0.01% | 807 |
|
|
2017
Q2 | $62K | Buy |
1,247
+470
| +60% | +$23.4K | 0.01% | 874 |
|
|
2017
Q1 | $40K | Buy |
777
+530
| +215% | +$27.3K | 0.01% | 865 |
|
|
2016
Q4 | $12K | Buy |
247
+120
| +94% | +$5.83K | ﹤0.01% | 1186 |
|
|
2016
Q3 | $6K | Buy |
127
+32
| +34% | +$1.51K | ﹤0.01% | 1374 |
|
|
2016
Q2 | $5K | Buy |
95
+17
| +22% | +$895 | ﹤0.01% | 1364 |
|
|
2016
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 1371 |
|
|
2015
Q4 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 1379 |
|