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Smith & Howard Wealth Management’s Phillips 66 PSX Stock Holding History

Smith & Howard Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-266
Closed -$21K – 178
2013
Q4 		$21K Hold
266
– – 0.01% 162
2013
Q3 		$15K Hold
266
– – 0.01% 182
2013
Q2 		$16K Buy
+266
New +$16K 0.01% 151