PWS
Precision Wealth Strategies’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,174
| Closed | -$207K | – | 103 |
|
|
2023
Q2 | $207K | Sell |
2,174
-253
| -10% | -$24.1K | 0.34% | 59 |
|
|
2023
Q1 | $246K | Buy |
+2,427
| New | +$246K | 0.39% | 55 |
|
|
2022
Q2 | – | Sell |
-2,335
| Closed | -$202K | – | 177 |
|
|
2022
Q1 | $202K | Buy |
+2,335
| New | +$202K | 0.12% | 168 |
|