Braver Wealth Management’s Phillips 66 PSX Stock Holding History

Braver Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell
2016 Q2	$223K	Sell
2016 Q1	$274K	Buy
2015 Q4	$230K	Hold
2015 Q3	$216K	Hold
2015 Q2	$227K	Hold
2015 Q1	$221K	Hold
2014 Q4	$202K	Buy
2014 Q3	$213K	Sell
2014 Q2	$230K	Buy
2014 Q1	$220K	Buy