Gupta Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $166K | Buy |
1,912
+102
| +6% | +$8.86K | 0.04% | 269 |
|
|
2015
Q4 | $148K | Sell |
1,810
-75
| -4% | -$6.13K | 0.04% | 283 |
|
|
2015
Q3 | $145K | Sell |
1,885
-427
| -18% | -$32.8K | 0.04% | 290 |
|
|
2015
Q2 | $186K | Buy |
2,312
+2,033
| +729% | +$164K | 0.05% | 264 |
|
|
2015
Q1 | $22K | Buy |
+279
| New | +$22K | 0.01% | 574 |
|