Spartan Planning & Wealth Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$33K Hold
317
0.04% 107
2022
Q3
$26K Sell
317
-317
-50% -$26K 0.03% 53
2022
Q2
$52K Hold
634
0.07% 58
2022
Q1
$55K Buy
+634
New +$55K 0.07% 83