Halpern Financial’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-19
Closed -$2.58K 240
2023
Q4
$2.58K Buy
+19
New +$2.58K ﹤0.01% 217