EHWM
Eads & Heald Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,941
| Closed | -$258K | – | 148 |
|
|
2023
Q4 | $258K | Sell |
1,941
-215
| -10% | -$28.6K | 0.12% | 130 |
|
|
2023
Q3 | $259K | Sell |
2,156
-195
| -8% | -$23.4K | 0.14% | 127 |
|
|
2023
Q2 | $224K | Buy |
+2,351
| New | +$224K | 0.11% | 137 |
|
|
2023
Q1 | – | Sell |
-1,931
| Closed | -$201K | – | 149 |
|
|
2022
Q4 | $201K | Buy |
+1,931
| New | +$201K | 0.1% | 144 |
|