WWM
Willingdon Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-39
| Closed | -$4K | – | 361 |
|
|
2019
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 291 |
|
|
2019
Q3 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 290 |
|
|
2018
Q4 | – | Sell |
-1,232
| Closed | -$139K | – | 393 |
|
|
2018
Q3 | $139K | Buy |
+1,232
| New | +$139K | 0.04% | 145 |
|
|
2018
Q2 | – | Sell |
-33
| Closed | -$3K | – | 345 |
|
|
2018
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 316 |
|
|
2017
Q4 | $3K | Sell |
33
-39
| -54% | -$3.55K | ﹤0.01% | 317 |
|
|
2017
Q3 | $7K | Buy |
+72
| New | +$7K | ﹤0.01% | 244 |
|