Gupta Wealth Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$166K Buy
2015
Q4
$148K Sell
2015
Q3
$145K Sell
2015
Q2
$186K Buy
2015
Q1
$22K Buy