Summit Financial Group’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
2018
Q3
$204K Hold
2018
Q2
$203K Buy
2018
Q1
Sell
2017
Q4
$223K Sell
2017
Q3
$230K Buy