Kiley Juergens Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-823
| Closed | -$92K | – | 488 |
|
|
2018
Q3 | $92K | Buy |
823
+175
| +27% | +$19.6K | 0.07% | 163 |
|
|
2018
Q2 | $72K | Buy |
+648
| New | +$72K | 0.06% | 166 |
|
|
2018
Q1 | – | Sell |
-342
| Closed | -$34K | – | 470 |
|
|
2017
Q4 | $34K | Buy |
+342
| New | +$34K | 0.03% | 257 |
|