AWMS

Advocacy Wealth Management Services’s Phillips 66 PSX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-470	Closed	-$34K	–	217
2021 Q4	$34K	Hold	470	–	–	0.01%	69
2021 Q3	$33K	Hold	470	–	–	0.01%	68
2021 Q2	$40K	Hold	470	–	–	0.01%	70
2021 Q1	$39K	Hold	470	–	–	0.01%	65
2020 Q4	$33K	Hold	470	–	–	﹤0.01%	65
2020 Q3	$24K	Hold	470	–	–	﹤0.01%	74
2020 Q2	$34K	Hold	470	–	–	0.01%	63
2020 Q1	$23K	Hold	470	–	–	0.01%	67
2019 Q4	$52K	Hold	470	–	–	0.01%	52
2019 Q3	$48K	Hold	470	–	–	0.03%	49
2019 Q2	$44K	Hold	470	–	–	0.03%	44
2019 Q1	$45K	Sell	470 -40	-8%	-$3.83K	0.05%	38
2018 Q4	$44K	Hold	510	–	–	0.03%	41
2018 Q3	$57K	Hold	510	–	–	0.04%	34
2018 Q2	$57K	Hold	510	–	–	0.04%	32
2018 Q1	$49K	Hold	510	–	–	0.03%	39
2017 Q4	$52K	Hold	510	–	–	0.04%	45
2017 Q3	$47K	Hold	510	–	–	0.02%	70
2017 Q2	$42K	Hold	510	–	–	0.02%	83
2017 Q1	$40K	Hold	510	–	–	0.01%	87
2016 Q4	$44K	Sell	510 -200	-28%	-$17.3K	0.01%	83
2016 Q3	$57K	Hold	710	–	–	0.02%	107
2016 Q2	$56K	Buy	710 +170	+31%	+$13.4K	0.03%	136
2016 Q1	$47K	Buy	540 +70	+15%	+$6.09K	0.03%	189
2015 Q4	$38K	Buy	+470	New	+$38K	0.04%	191
2013 Q3	$27K	Hold	470	–	–	0.07%	157
2013 Q2	$28K	Buy	+470	New	+$28K	0.11%	117