LWM
LBA Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-70
| Closed | -$6K | – | 480 |
|
|
2016
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 362 |
|
|
2016
Q2 | $6K | Sell |
70
-600
| -90% | -$51.4K | ﹤0.01% | 350 |
|
|
2016
Q1 | $58K | Hold |
670
| – | – | 0.03% | 186 |
|
|
2015
Q4 | $55K | Buy |
+670
| New | +$55K | 0.03% | 200 |
|
|
2015
Q3 | – | Sell |
-600
| Closed | -$48K | – | 364 |
|
|
2015
Q2 | $48K | Hold |
600
| – | – | 0.03% | 167 |
|
|
2015
Q1 | $47K | Hold |
600
| – | – | 0.03% | 174 |
|
|
2014
Q4 | $43K | Hold |
600
| – | – | 0.03% | 175 |
|
|
2014
Q3 | $49K | Hold |
600
| – | – | 0.03% | 169 |
|
|
2014
Q2 | $48K | Hold |
600
| – | – | 0.04% | 165 |
|
|
2014
Q1 | $46K | Hold |
600
| – | – | 0.04% | 165 |
|
|
2013
Q4 | $46K | Buy |
+600
| New | +$46K | 0.04% | 161 |
|