AWM
Aevitas Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-825
| Closed | -$78K | – | 277 |
|
|
2019
Q1 | $78K | Hold |
825
| – | – | 0.07% | 152 |
|
|
2018
Q4 | $71K | Sell |
825
-99
| -11% | -$8.52K | 0.07% | 147 |
|
|
2018
Q3 | $104K | Sell |
924
-10
| -1% | -$1.13K | 0.09% | 137 |
|
|
2018
Q2 | $105K | Hold |
934
| – | – | 0.1% | 132 |
|
|
2018
Q1 | $90K | Buy |
934
+210
| +29% | +$20.2K | 0.09% | 141 |
|
|
2017
Q4 | $73K | Buy |
+724
| New | +$73K | 0.07% | 159 |
|