Watermark Asset Management’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
$17K Hold
2018
Q3
$22K Hold
2018
Q2
$22K Hold
2018
Q1
$19K Hold
2017
Q4
$20K Hold
2017
Q3
$18K Hold
2017
Q2
$16K Hold
2017
Q1
$15K Buy