Beacon Bridge Wealth Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,355
| Closed | -$273K | – | 96 |
|
|
2023
Q4 | $273K | Sell |
2,355
-198
| -8% | -$23K | 0.14% | 77 |
|
|
2023
Q3 | $306K | Sell |
2,553
-403
| -14% | -$48.3K | 0.16% | 65 |
|
|
2023
Q2 | $306K | Sell |
2,956
-103
| -3% | -$10.7K | 0.16% | 60 |
|
|
2023
Q1 | $303K | Buy |
3,059
+24
| +0.8% | +$2.38K | 0.18% | 60 |
|
|
2022
Q4 | $358K | Buy |
+3,035
| New | +$358K | 0.26% | 48 |
|