AWS
Aris Wealth Services’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $23K | Sell |
481
-11,813
| -96% | -$565K | 0.05% | 152 |
|
|
2015
Q2 | $755K | Buy |
12,294
+1,543
| +14% | +$94.8K | 0.69% | 53 |
|
|
2015
Q1 | $669K | Buy |
10,751
+1,107
| +11% | +$68.9K | 0.62% | 57 |
|
|
2014
Q4 | $666K | Buy |
9,644
+679
| +8% | +$46.9K | 0.74% | 50 |
|
|
2014
Q3 | $686K | Buy |
8,965
+468
| +6% | +$35.8K | 0.85% | 35 |
|
|
2014
Q2 | $728K | Buy |
8,497
+185
| +2% | +$15.9K | 0.95% | 26 |
|
|
2014
Q1 | $585K | Buy |
8,312
+644
| +8% | +$45.3K | 0.86% | 36 |
|
|
2013
Q4 | $542K | Buy |
7,668
+522
| +7% | +$36.9K | 0.91% | 33 |
|
|
2013
Q3 | $497K | Buy |
7,146
+653
| +10% | +$45.4K | 0.91% | 34 |
|
|
2013
Q2 | $393K | Buy |
+6,493
| New | +$393K | 0.84% | 36 |
|