YorkBridge Wealth Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-150
| Closed | -$7K | – | 767 |
|
|
2019
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 635 |
|
|
2019
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 623 |
|
|
2018
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 629 |
|
|
2018
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 625 |
|
|
2018
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 648 |
|
|
2018
Q1 | $7K | Sell |
150
-90
| -38% | -$4.2K | ﹤0.01% | 662 |
|
|
2017
Q4 | $12K | Sell |
240
-62
| -21% | -$3.1K | 0.01% | 614 |
|
|
2017
Q3 | $16K | Buy |
302
+90
| +42% | +$4.77K | 0.01% | 584 |
|
|
2017
Q2 | $11K | Buy |
212
+23
| +12% | +$1.19K | 0.01% | 621 |
|
|
2017
Q1 | $10K | Hold |
189
| – | – | 0.01% | 627 |
|
|
2016
Q4 | $8K | Buy |
+189
| New | +$8K | ﹤0.01% | 641 |
|