XR Securities’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,903
| Closed | -$311K | – | 143 |
|
|
2024
Q1 | $311K | Buy |
+1,903
| New | +$311K | 0.01% | 50 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 177 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 174 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 184 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 239 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 247 |
|
|
2018
Q4 | – | Sell |
-2,537
| Closed | -$286K | – | 225 |
|
|
2018
Q3 | $286K | Buy |
+2,537
| New | +$286K | 0.07% | 100 |
|