WESPAC Advisors SoCal’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-300
| Closed | -$28K | – | 244 |
|
|
2019
Q1 | $28K | Hold |
300
| – | – | 0.02% | 144 |
|
|
2018
Q4 | $25K | Hold |
300
| – | – | 0.02% | 159 |
|
|
2018
Q3 | $33K | Buy |
+300
| New | +$33K | 0.02% | 149 |
|
|
2018
Q2 | – | Sell |
-300
| Closed | -$28K | – | 212 |
|
|
2018
Q1 | $28K | Hold |
300
| – | – | 0.02% | 137 |
|
|
2017
Q4 | $30K | Hold |
300
| – | – | 0.02% | 133 |
|
|
2017
Q3 | $27K | Hold |
300
| – | – | 0.02% | 146 |
|
|
2017
Q2 | $24K | Hold |
300
| – | – | 0.02% | 144 |
|
|
2017
Q1 | $23.8K | Hold |
300
| – | – | 0.01% | 142 |
|
|
2016
Q4 | $25.9K | Hold |
300
| – | – | 0.02% | 139 |
|
|
2016
Q3 | $24.2K | Hold |
300
| – | – | 0.02% | 139 |
|
|
2016
Q2 | $23.8K | Hold |
300
| – | – | 0.02% | 149 |
|
|
2016
Q1 | $26K | Buy |
+300
| New | +$26K | 0.02% | 139 |
|