WR Wealth Planners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80.6K | Sell |
708
-250
| -26% | -$28.5K | 0.03% | 261 |
|
|
2024
Q3 | $126K | Buy |
958
+192
| +25% | +$25.2K | 0.04% | 239 |
|
|
2024
Q2 | $108K | Buy |
766
+51
| +7% | +$7.2K | 0.03% | 242 |
|
|
2024
Q1 | $117K | Buy |
+715
| New | +$117K | 0.04% | 235 |
|
|
2023
Q4 | – | Sell |
-833
| Closed | -$100K | – | 683 |
|
|
2023
Q3 | $100K | Sell |
833
-30
| -3% | -$3.6K | 0.04% | 234 |
|
|
2023
Q2 | $82.3K | Buy |
863
+23
| +3% | +$2.19K | 0.03% | 266 |
|
|
2023
Q1 | $85.2K | Buy |
840
+640
| +320% | +$64.9K | 0.04% | 257 |
|
|
2022
Q4 | $20.8K | Hold |
200
| – | – | 0.01% | 216 |
|
|
2022
Q3 | $16.1K | Hold |
200
| – | – | 0.01% | 221 |
|
|
2022
Q2 | $16.4K | Hold |
200
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $17.3K | Buy |
+200
| New | +$17.3K | 0.01% | 245 |
|