AWM
Aevitas Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-835
| Closed | -$55K | – | 145 |
|
|
2019
Q1 | $55K | Hold |
835
| – | – | 0.05% | 182 |
|
|
2018
Q4 | $52K | Hold |
835
| – | – | 0.05% | 180 |
|
|
2018
Q3 | $65K | Sell |
835
-300
| -26% | -$23.4K | 0.06% | 172 |
|
|
2018
Q2 | $79K | Buy |
+1,135
| New | +$79K | 0.08% | 150 |
|