Rand Wealth’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,168
Closed -$243K 236
2018
Q2
$243K Hold
2,168
0.03% 211
2018
Q1
$208K Sell
2,168
-109
-5% -$10.5K 0.02% 217
2017
Q4
$230K Hold
2,277
0.03% 213
2017
Q3
$209K Buy
+2,277
New +$209K 0.02% 213