Wealthcare Capital Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-84	Closed	-$7K	–	532
2021 Q1	$7K	Buy	+84	New	+$7K	﹤0.01%	325
2020 Q2	–	Sell	-65	Closed	-$3K	–	200
2020 Q1	$3K	Buy	65 +27	+71%	+$1.25K	﹤0.01%	216
2019 Q4	$4K	Buy	+38	New	+$4K	﹤0.01%	326
2019 Q3	–	Sell	-200	Closed	-$19K	–	195
2019 Q2	$19K	Hold	200	–	–	﹤0.01%	132
2019 Q1	$19K	Hold	200	–	–	﹤0.01%	140
2018 Q4	$17K	Hold	200	–	–	﹤0.01%	142
2018 Q3	$23K	Hold	200	–	–	﹤0.01%	129
2018 Q2	$22K	Hold	200	–	–	﹤0.01%	122
2018 Q1	$19K	Hold	200	–	–	﹤0.01%	120
2017 Q4	$20K	Hold	200	–	–	﹤0.01%	116
2017 Q3	$18K	Hold	200	–	–	﹤0.01%	117
2017 Q2	$17K	Hold	200	–	–	﹤0.01%	112
2017 Q1	$16K	Hold	200	–	–	﹤0.01%	115
2016 Q4	$17K	Hold	200	–	–	﹤0.01%	107
2016 Q3	$16K	Hold	200	–	–	﹤0.01%	108
2016 Q2	$16K	Hold	200	–	–	﹤0.01%	106
2016 Q1	$17K	Hold	200	–	–	﹤0.01%	113
2015 Q4	$16K	Hold	200	–	–	﹤0.01%	130
2015 Q3	$15K	Hold	200	–	–	﹤0.01%	143
2015 Q2	$16K	Sell	200 -603	-75%	-$48.2K	﹤0.01%	168
2015 Q1	$63K	Buy	+803	New	+$63K	0.01%	204