Wealth Management Associates’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	-1,561	Closed	-$220K	–	219
2024 Q2	$220K	Hold	1,561	–	–	0.1%	177
2024 Q1	$220K	Buy	1,561 +3	+0.2%	+$424	0.1%	177
2023 Q4	$207K	Buy	+1,558	New	+$207K	0.11%	187