INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Phillips 66 Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$613,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-1.55%
quarter
Phillips 66 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -10K | $80.72 | 7.59K | |
| Q2 2022 | share | 0.00% | 0 shares | -33K | $81.99 | 7.59K | |
| Q1 2022 | share | 0.00% | 0 shares | 106K | $86.39 | 7.59K | |
| Q4 2021 | share | Decrease | -1.92% | -149 shares | 8K | $72.45 | 7.59K |
| Q3 2021 | share | Increase | +0.09% | 7 shares | -122K | $69.2 | 7.74K |
| Q2 2021 | share | Increase | +3.71% | 277 shares | 56K | $83.73 | 7.73K |
| Q1 2021 | share | Increase | +4.57% | 326 shares | 109K | $78.71 | 7.46K |
| Q4 2020 | share | Increase | +3.21% | 222 shares | 141K | $66.79 | 7.13K |
| Q3 2020 | share | Decrease | -2.58% | -183 shares | -152K | $48.8 | 6.91K |
| Q2 2020 | share | Decrease | -5.79% | -436 shares | 106K | $66.72 | 7.09K |
| Q1 2020 | share | Decrease | -9.09% | -753 shares | -519K | $49.16 | 7.53K |
| Q4 2019 | share | Decrease | -0.32% | -27 shares | 72K | $101.07 | 8.28K |
| Q3 2019 | share | Decrease | -3.16% | -271 shares | 48K | $92.2 | 8.31K |
| Q2 2019 | share | Increase | +3.05% | 254 shares | 10K | $83.46 | 8.58K |
| Q1 2019 | share | Increase | 0.00% | 8.32K shares | 793K | $84.02 | 8.32K |
| Q3 2017 | share | Decrease | -100.00% | -11.8K shares | -979K | $77.31 | 0 |
| Q2 2017 | share | Increase | 0.00% | 11.8K shares | 979K | $69.2 | 11.8K |