EWM
Elite Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-150
| Closed | -$12K | – | 390 |
|
|
2014
Q3 | $12K | Sell |
150
-250
| -63% | -$20K | 0.01% | 194 |
|
|
2014
Q2 | $32K | Hold |
400
| – | – | 0.03% | 135 |
|
|
2014
Q1 | $31K | Sell |
400
-18
| -4% | -$1.4K | 0.03% | 157 |
|
|
2013
Q4 | $32K | Sell |
418
-82
| -16% | -$6.28K | 0.02% | 210 |
|
|
2013
Q3 | $29K | Buy |
+500
| New | +$29K | 0.03% | 207 |
|