Arbor Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $17K | Buy |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.29M | Sell |
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|
2017
Q3 | $2.18M | Sell |
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|
2017
Q2 | $2.03M | Buy |
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|
2017
Q1 | $1.85M | Buy |
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|
2016
Q4 | $1.51K | Buy |
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|
2016
Q3 | $1.32M | Buy |
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|
2016
Q2 | $436K | Hold |
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|
2016
Q1 | $465K | Hold |
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|
2015
Q4 | $441K | Buy |
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