Lake Point Wealth Management’s Phillips 66 PSX Stock Holding History

Lake Point Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3K	Sell
2022 Q1	$15K	Hold
2021 Q4	$12K	Sell
2021 Q3	$13K	Hold
2021 Q2	$16K	Buy
2020 Q1	$11K	Hold
2019 Q4	$23K	Buy
2019 Q2	$16K	Hold
2019 Q1	$16K	Hold
2018 Q4	$15K	Buy