RWA
RGT Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,316
| Closed | -$222K | – | 71 |
|
|
2018
Q1 | $222K | Buy |
2,316
+165
| +8% | +$15.8K | 0.11% | 94 |
|
|
2017
Q4 | $218K | Sell |
2,151
-121
| -5% | -$12.3K | 0.12% | 89 |
|
|
2017
Q3 | $208K | Buy |
+2,272
| New | +$208K | 0.14% | 87 |
|
|
2017
Q2 | – | Sell |
-3,037
| Closed | -$241K | – | 107 |
|
|
2017
Q1 | $241K | Buy |
+3,037
| New | +$241K | 0.16% | 78 |
|