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IBEX Wealth Advisors’s Phillips 66 PSX Stock Holding History

IBEX Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-44,068
Closed -$3.17M – 107
2020
Q2 		$3.17M Buy
+44,068
New +$3.17M 1.02% 44
2017
Q1 		– Sell
-34
Closed -$3K – 309
2016
Q4 		$3K Buy
+34
New +$3K ﹤0.01% 419