PWP
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Phillips Wealth Planners’s Premier PINC Stock Holding History

Phillips Wealth Planners’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,000
Closed -$267K – 154
2023
Q1 		$267K Sell
8,000
-285
-3% -$9.52K 0.35% 106
2022
Q4 		$268K Buy
+8,285
New +$268K 0.47% 83