Wealthspire Advisors (Maryland)’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-820	Closed	-$43K	–	2504
2019 Q1	$43K	Sell	820 -10	-1%	-$501	﹤0.01%	949
2018 Q4	$35K	Buy	830 +20	+2%	+$970	﹤0.01%	1004
2018 Q3	$41K	Sell	810 -143	-15%	-$7.46K	﹤0.01%	1043
2018 Q2	$49K	Sell	953 -554	-37%	-$28.1K	﹤0.01%	989
2018 Q1	$72K	Sell	1,507 -80	-5%	-$4.11K	0.01%	844
2017 Q4	$83K	Buy	1,587 +100	+7%	+$4.98K	0.01%	787
2017 Q3	$78K	Buy	1,487 +240	+19%	+$11.7K	0.01%	807
2017 Q2	$62K	Buy	1,247 +470	+60%	+$23.8K	0.01%	874
2017 Q1	$40K	Buy	777 +530	+215%	+$28.3K	0.01%	865
2016 Q4	$12K	Buy	247 +120	+94%	+$5.53K	﹤0.01%	1186
2016 Q3	$6K	Buy	127 +32	+34%	+$1.62K	﹤0.01%	1374
2016 Q2	$5K	Buy	95 +17	+22%	+$954	﹤0.01%	1364
2016 Q1	$5K	Hold	78	–	–	﹤0.01%	1371
2015 Q4	$5K	Buy	+78	New	+$4.53K	﹤0.01%	1379