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Beta Wealth Group’s ConocoPhillips COP Stock Holding History

Beta Wealth Group’s Portfolio COP Stock Details COP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,900
Closed -$260K – 92
2022
Q2 		$260K Sell
2,900
-800
-22% -$71.7K 0.17% 71
2022
Q1 		$370K Buy
+3,700
New +$370K 0.25% 54