PWM

Prentice Wealth Management’s Phillips 66 PSX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,262	Closed	-$368K	–	252
2021 Q3	$368K	Buy	5,262 +40	+0.8%	+$2.8K	0.18%	57
2021 Q2	$448K	Buy	5,222 +23	+0.4%	+$1.97K	0.23%	47
2021 Q1	$424K	Buy	+5,199	New	+$424K	0.24%	42