WR Wealth Planners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80.6K | Sell |
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|
2024
Q3 | $126K | Buy |
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|
2024
Q2 | $108K | Buy |
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|
2024
Q1 | $117K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $100K | Sell |
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|
2023
Q2 | $82.3K | Buy |
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|
2023
Q1 | $85.2K | Buy |
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|
2022
Q4 | $20.8K | Hold |
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|
2022
Q3 | $16.1K | Hold |
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|
2022
Q2 | $16.4K | Hold |
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|
2022
Q1 | $17.3K | Buy |
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