BWA
Burt Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20
| Closed | -$1K | – | 403 |
|
|
2020
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 369 |
|
|
2016
Q2 | – | Sell |
-416
| Closed | -$17K | – | 444 |
|
|
2016
Q1 | $17K | Buy |
416
+206
| +98% | +$8.42K | 0.02% | 264 |
|
|
2015
Q4 | $10K | Hold |
210
| – | – | 0.01% | 273 |
|
|
2015
Q3 | $10K | Hold |
210
| – | – | 0.01% | 249 |
|
|
2015
Q2 | $12K | Hold |
210
| – | – | 0.01% | 248 |
|
|
2015
Q1 | $13K | Hold |
210
| – | – | 0.01% | 217 |
|
|
2014
Q4 | $15K | Buy |
+210
| New | +$15K | 0.02% | 205 |
|