WealthTrust Fairport’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $29K | Hold |
300
| – | – | ﹤0.01% | 275 |
|
|
2018
Q4 | $26K | Hold |
300
| – | – | ﹤0.01% | 265 |
|
|
2018
Q3 | $34K | Hold |
300
| – | – | ﹤0.01% | 284 |
|
|
2018
Q2 | $34K | Hold |
300
| – | – | ﹤0.01% | 280 |
|
|
2018
Q1 | $29K | Buy |
+300
| New | +$29K | ﹤0.01% | 296 |
|
|
2015
Q1 | – | Sell |
-170
| Closed | -$12K | – | 325 |
|
|
2014
Q4 | $12K | Sell |
170
-35
| -17% | -$2.47K | ﹤0.01% | 323 |
|
|
2014
Q3 | $17K | Hold |
205
| – | – | ﹤0.01% | 229 |
|
|
2014
Q2 | $16K | Buy |
+205
| New | +$16K | ﹤0.01% | 212 |
|
|
2013
Q4 | – | Sell |
-102
| Closed | -$6K | – | 385 |
|
|
2013
Q3 | $6K | Buy |
102
+72
| +240% | +$4.24K | ﹤0.01% | 324 |
|
|
2013
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 324 |
|