BWM
Braver Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,817
| Closed | -$223K | – | 151 |
|
|
2016
Q2 | $223K | Sell |
2,817
-350
| -11% | -$27.7K | 0.04% | 132 |
|
|
2016
Q1 | $274K | Buy |
3,167
+350
| +12% | +$30.3K | 0.05% | 129 |
|
|
2015
Q4 | $230K | Hold |
2,817
| – | – | 0.05% | 73 |
|
|
2015
Q3 | $216K | Hold |
2,817
| – | – | 0.05% | 73 |
|
|
2015
Q2 | $227K | Hold |
2,817
| – | – | 0.06% | 80 |
|
|
2015
Q1 | $221K | Hold |
2,817
| – | – | 0.05% | 85 |
|
|
2014
Q4 | $202K | Buy |
2,817
+200
| +8% | +$14.3K | 0.04% | 84 |
|
|
2014
Q3 | $213K | Sell |
2,617
-246
| -9% | -$20K | 0.06% | 74 |
|
|
2014
Q2 | $230K | Buy |
2,863
+3
| +0.1% | +$241 | 0.06% | 82 |
|
|
2014
Q1 | $220K | Buy |
+2,860
| New | +$220K | 0.06% | 72 |
|