Squar Milner Financial Services’s Phillips 66 PSX Stock Holding History

Squar Milner Financial Services’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$84K	Sell
2019 Q4	$181K	Buy
2019 Q3	–	Sell
2019 Q2	$112K	Hold
2019 Q1	$114K	Hold
2018 Q4	$103K	Buy
2018 Q3	$127K	Sell
2018 Q2	$239K	Hold
2018 Q1	$204K	Hold
2017 Q4	$222K	Buy