NFP
Narus Financial Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $284K | Sell |
2,549
-65
| -2% | -$7.24K | 0.2% | 56 |
|
|
2019
Q3 | $268K | Buy |
2,614
+1
| +0% | +$102 | 0.2% | 58 |
|
|
2019
Q2 | $244K | Buy |
+2,613
| New | +$244K | 0.19% | 62 |
|
|
2017
Q3 | $375K | Buy |
4,090
+1
| +0% | +$92 | 0.33% | 45 |
|
|
2017
Q2 | $338K | Buy |
+4,089
| New | +$338K | 0.31% | 44 |
|