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Meredith Wealth Planning’s Phillips 66 PSX Stock Holding History

Meredith Wealth Planning’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,121
Closed -$215K – 58
2023
Q1 		$215K Hold
2,121
– – 0.17% 58
2022
Q4 		$221K Buy
+2,121
New +$221K 0.19% 56