Integrated Wealth Counsel’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-700
| Closed | -$56K | – | 86 |
|
|
2014
Q2 | $56K | Hold |
700
| – | – | 0.04% | 67 |
|
|
2014
Q1 | $54K | Hold |
700
| – | – | 0.04% | 94 |
|
|
2013
Q4 | $54K | Hold |
700
| – | – | 0.04% | 97 |
|
|
2013
Q3 | $40.5K | Hold |
700
| – | – | 0.03% | 107 |
|
|
2013
Q2 | $41K | Buy |
+700
| New | +$41K | 0.03% | 107 |
|