Win Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-222
| Closed | -$23.1K | – | 117 |
|
|
2022
Q4 | $23.1K | Buy |
222
+4
| +2% | +$416 | 0.01% | 79 |
|
|
2022
Q3 | $18K | Buy |
218
+1
| +0.5% | +$83 | 0.01% | 70 |
|
|
2022
Q2 | $18K | Sell |
217
-2,006
| -90% | -$166K | 0.04% | 89 |
|
|
2022
Q1 | $192K | Buy |
+2,223
| New | +$192K | 0.05% | 51 |
|