SUGARLOAF WEALTH MANAGEMENT, LLC – Phillips 66 Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$89,000
portfolio value
SUGARLOAF 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 | +4913.64% | 1.08K shares | 87K | $80.72 | 1.10K |
| Q2 2022 | share | Increase | +4.76% | 1 shares | 0 | $81.99 | 22 |
| Q1 2022 | share | Decrease | -4.55% | -1 shares | 0 | $86.39 | 21 |
| Q4 2021 | share | Decrease | -88.83% | -175 shares | -12K | $72.45 | 22 |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $69.2 | 197 | |
| Q2 2021 | share | Decrease | -55.83% | -249 shares | -19K | $83.73 | 197 |
| Q1 2021 | share | 0.00% | 0 shares | 5K | $78.71 | 446 | |
| Q4 2020 | share | 0.00% | 0 shares | 8K | $66.79 | 446 | |
| Q3 2020 | share | 0.00% | 0 shares | -7K | $48.8 | 446 | |
| Q1 2020 | share | Increase | +0.22% | 1 shares | -26K | $49.16 | 446 |
| Q4 2019 | share | Increase | 0.00% | 445 shares | 50K | $101.07 | 445 |