1776 Wealth’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-624
Closed -$44K 265
2020
Q2
$44K Sell
624
-624
-50% -$44K 0.03% 196
2020
Q1
$102K Buy
1,248
+624
+100% +$51K 0.04% 179
2019
Q4
$69K Buy
+624
New +$69K 0.06% 157