YorkBridge Wealth Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,546
| Closed | -$284K | – | 174 |
|
|
2019
Q4 | $284K | Sell |
2,546
-22
| -0.9% | -$2.45K | 0.13% | 147 |
|
|
2019
Q3 | $263K | Sell |
2,568
-1,344
| -34% | -$138K | 0.13% | 145 |
|
|
2019
Q2 | $366K | Sell |
3,912
-337
| -8% | -$31.5K | 0.16% | 120 |
|
|
2019
Q1 | $404K | Buy |
4,249
+45
| +1% | +$4.28K | 0.19% | 111 |
|
|
2018
Q4 | $362K | Buy |
4,204
+4
| +0.1% | +$344 | 0.19% | 114 |
|
|
2018
Q3 | $481K | Buy |
4,200
+41
| +1% | +$4.7K | 0.22% | 103 |
|
|
2018
Q2 | $467K | Sell |
4,159
-6
| -0.1% | -$674 | 0.2% | 103 |
|
|
2018
Q1 | $427K | Sell |
4,165
-580
| -12% | -$59.5K | 0.2% | 106 |
|
|
2017
Q4 | $452K | Sell |
4,745
-543
| -10% | -$51.7K | 0.22% | 100 |
|
|
2017
Q3 | $484K | Buy |
5,288
+828
| +19% | +$75.8K | 0.25% | 90 |
|
|
2017
Q2 | $372K | Buy |
4,460
+139
| +3% | +$11.6K | 0.2% | 108 |
|
|
2017
Q1 | $342K | Buy |
4,321
+1,463
| +51% | +$116K | 0.18% | 116 |
|
|
2016
Q4 | $243K | Buy |
+2,858
| New | +$243K | 0.14% | 136 |
|