Alta Wealth Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,031
Closed -$476K 142
2022
Q4
$476K Sell
4,031
-40
-1% -$4.72K 0.32% 96
2022
Q3
$417K Sell
4,071
-350
-8% -$35.9K 0.3% 101
2022
Q2
$398K Buy
+4,421
New +$398K 0.28% 103