Berman Capital Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-171
Closed -$9K 1634
2019
Q3
$9K Sell
171
-31
-15% -$1.63K ﹤0.01% 771
2019
Q2
$9K Buy
202
+66
+49% +$2.94K ﹤0.01% 794
2019
Q1
$7K Hold
136
﹤0.01% 798
2018
Q4
$5K Buy
+136
New +$5K ﹤0.01% 715