Winthrop Partners - WNY’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $9.22K | Hold |
90
| – | – | 0.01% | 254 |
|
|
2019
Q2 | $8.42K | Hold |
90
| – | – | 0.01% | 199 |
|
|
2019
Q1 | $8.56K | Hold |
90
| – | – | 0.01% | 200 |
|
|
2018
Q4 | $7.75K | Sell |
90
-210
| -70% | -$18.1K | 0.01% | 208 |
|
|
2018
Q3 | $33.8K | Sell |
300
-149
| -33% | -$16.8K | 0.03% | 193 |
|
|
2018
Q2 | $50.4K | Hold |
449
| – | – | 0.04% | 181 |
|
|
2018
Q1 | $43.9K | Buy |
+449
| New | +$43.9K | 0.03% | 224 |
|