CWA
Constellation Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-5,531
| Closed | -$426K | – | 211 |
|
|
2014
Q1 | $426K | Hold |
5,531
| – | – | 0.04% | 152 |
|
|
2013
Q4 | $427K | Sell |
5,531
-142
| -3% | -$11K | 0.04% | 158 |
|
|
2013
Q3 | $328K | Buy |
5,673
+930
| +20% | +$53.8K | 0.04% | 165 |
|
|
2013
Q2 | $280K | Buy |
+4,743
| New | +$280K | 0.03% | 170 |
|