Winthrop Partners - WNY’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$9.22K Hold
2019
Q2
$8.42K Hold
2019
Q1
$8.56K Hold
2018
Q4
$7.75K Sell
2018
Q3
$33.8K Sell
2018
Q2
$50.4K Hold
2018
Q1
$43.9K Buy