Triad Wealth Partners’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-65
Closed -$9.18K 690
2024
Q2
$9.18K Buy
+65
New +$9.18K ﹤0.01% 464