HFP
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Holistic Financial Partners’s Phillips 66 PSX Stock Holding History

Holistic Financial Partners’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-165
Closed -$16K – 285
2018
Q1 		$16K Sell
165
-64
-28% -$6.21K 0.01% 292
2017
Q4 		$23K Buy
+229
New +$23K 0.02% 269