Sterling Financial Planning’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,093	Closed	-$77K	–	317
2021 Q3	$77K	Buy	1,093 +337	+45%	+$23.7K	0.05%	151
2021 Q2	$65K	Hold	756	–	–	0.04%	149
2021 Q1	$62K	Hold	756	–	–	0.04%	134
2020 Q4	$53K	Buy	+756	New	+$53K	0.04%	138