Milestone Investment Advisors’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50	Closed	-$6.01K	–	364
2023 Q3	$6.01K	Buy	+50	New	+$6.01K	﹤0.01%	318
2023 Q2	–	Sell	-50	Closed	-$5.07K	–	361
2023 Q1	$5.07K	Buy	+50	New	+$5.07K	﹤0.01%	329