Fairhaven Wealth Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,113
Closed -$235K 89
2019
Q4
$235K Hold
2,113
0.2% 66
2019
Q3
$216K Buy
+2,113
New +$216K 0.2% 68
2019
Q2
Sell
-2,113
Closed -$201K 82
2019
Q1
$201K Buy
+2,113
New +$201K 0.19% 72