CWM
Cedar Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-130
| Closed | -$13.7K | – | 203 |
|
|
2024
Q3 | $13.7K | Hold |
130
| – | – | ﹤0.01% | 207 |
|
|
2024
Q2 | $14.9K | Sell |
130
-58
| -31% | -$6.63K | ﹤0.01% | 219 |
|
|
2024
Q1 | $23.9K | Buy |
+188
| New | +$23.9K | 0.01% | 201 |
|
|
2021
Q4 | – | Sell |
-9
| Closed | -$1K | – | 365 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 261 |
|
|
2021
Q2 | $1K | Sell |
9
-3
| -25% | -$333 | ﹤0.01% | 266 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 238 |
|
|
2020
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 233 |
|
|
2016
Q2 | – | Sell |
-300
| Closed | -$12K | – | 132 |
|
|
2016
Q1 | $12K | Buy |
+300
| New | +$12K | 0.01% | 88 |
|