Wealthstreet Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,711
| Closed | -$221K | – | 266 |
|
|
2021
Q1 | $221K | Buy |
+2,711
| New | +$221K | 0.02% | 341 |
|
|
2020
Q1 | – | Sell |
-2,339
| Closed | -$261K | – | 340 |
|
|
2019
Q4 | $261K | Hold |
2,339
| – | – | 0.03% | 305 |
|
|
2019
Q3 | $278K | Sell |
2,339
-100
| -4% | -$11.9K | 0.04% | 291 |
|
|
2019
Q2 | $228K | Sell |
2,439
-550
| -18% | -$51.4K | 0.03% | 318 |
|
|
2019
Q1 | $284K | Hold |
2,989
| – | – | 0.04% | 287 |
|
|
2018
Q4 | $276K | Hold |
2,989
| – | – | 0.04% | 276 |
|
|
2018
Q3 | $337K | Hold |
2,989
| – | – | 0.04% | 277 |
|
|
2018
Q2 | $336K | Hold |
2,989
| – | – | 0.04% | 272 |
|
|
2018
Q1 | $287K | Sell |
2,989
-406
| -12% | -$39K | 0.04% | 287 |
|
|
2017
Q4 | $343K | Buy |
+3,395
| New | +$343K | 0.04% | 275 |
|