JANICZEK WEALTH MANAGEMENT, LLC – Phillips 66 Transaction History
JANICZEK WEALTH MANAGEMENT, LLC portfolio value:
$129,000
portfolio value
JANICZEK 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 | Increase | +6.84% | 91 shares | 11K | $80.72 | 1.42K |
| Q2 2022 | share | Increase | +4.15% | 53 shares | 8K | $81.99 | 1.33K |
| Q1 2022 | share | Increase | +5.80% | 70 shares | 23K | $86.39 | 1.27K |
| Q4 2021 | share | Increase | +0.42% | 5 shares | 3K | $72.45 | 1.20K |
| Q3 2021 | share | Increase | +1.18% | 14 shares | -18K | $69.2 | 1.20K |
| Q2 2021 | share | Increase | +0.34% | 4 shares | 5K | $83.73 | 1.18K |
| Q1 2021 | share | Increase | +0.34% | 4 shares | 14K | $78.71 | 1.18K |
| Q4 2020 | share | Increase | +46.95% | 377 shares | 41K | $66.79 | 1.18K |
| Q3 2020 | share | Decrease | -24.88% | -266 shares | -35K | $48.8 | 803 |
| Q2 2020 | share | Increase | +33.13% | 266 shares | 34K | $66.72 | 1.06K |
| Q1 2020 | share | 0.00% | 0 shares | -46K | $49.16 | 803 | |
| Q4 2019 | share | 0.00% | 0 shares | 7K | $101.07 | 803 | |
| Q3 2019 | share | 0.00% | 0 shares | 7K | $92.2 | 803 | |
| Q2 2019 | share | Decrease | -50.00% | -803 shares | -78K | $83.46 | 803 |
| Q1 2019 | share | 0.00% | 0 shares | 15K | $84.02 | 1.60K | |
| Q4 2018 | share | Increase | 0.00% | 1.60K shares | 138K | $75.43 | 1.60K |