ShoreHaven Wealth Partners’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-18
Closed -$2K 209
2021
Q1
$2K Sell
18
-5
-22% -$556 ﹤0.01% 261
2020
Q4
$2K Buy
+23
New +$2K ﹤0.01% 228