BFA
Benedict Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,323
| Closed | -$201K | – | 103 |
|
|
2016
Q4 | $201K | Buy |
+2,323
| New | +$201K | 0.12% | 100 |
|
|
2016
Q3 | – | Sell |
-2,685
| Closed | -$214K | – | 101 |
|
|
2016
Q2 | $214K | Buy |
2,685
+12
| +0.4% | +$956 | 0.13% | 93 |
|
|
2016
Q1 | $231K | Sell |
2,673
-209
| -7% | -$18.1K | 0.14% | 91 |
|
|
2015
Q4 | $236K | Buy |
+2,882
| New | +$236K | 0.15% | 89 |
|