IronBridge Private Wealth’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-100	Closed	-$9K	–	300
2021 Q2	$9K	Buy	100 +1	+1%	+$90	0.01%	160
2021 Q1	$8K	Buy	99 +1	+1%	+$81	0.01%	176
2020 Q4	$7K	Buy	+98	New	+$7K	0.01%	165