Clearview Wealth Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,691
| Closed | -$279K | – | 216 |
|
|
2023
Q2 | $279K | Buy |
2,691
+5
| +0.2% | +$518 | 0.28% | 95 |
|
|
2023
Q1 | $267K | Sell |
2,686
-71
| -3% | -$7.05K | 0.27% | 104 |
|
|
2022
Q4 | $325K | Buy |
2,757
+4
| +0.1% | +$472 | 0.25% | 80 |
|
|
2022
Q3 | $282K | Buy |
2,753
+10
| +0.4% | +$1.02K | 0.22% | 69 |
|
|
2022
Q2 | $246K | Sell |
2,743
-8
| -0.3% | -$717 | 0.18% | 78 |
|
|
2022
Q1 | $275K | Sell |
2,751
-563
| -17% | -$56.3K | 0.18% | 80 |
|
|
2021
Q4 | $239K | Sell |
3,314
-1,825
| -36% | -$132K | 0.15% | 100 |
|
|
2021
Q3 | $348K | Buy |
5,139
+584
| +13% | +$39.5K | 0.22% | 85 |
|
|
2021
Q2 | $277K | Buy |
4,555
+343
| +8% | +$20.9K | 0.17% | 99 |
|
|
2021
Q1 | $223K | Buy |
4,212
+26
| +0.6% | +$1.38K | 0.14% | 107 |
|
|
2020
Q4 | $167K | Buy |
+4,186
| New | +$167K | 0.11% | 113 |
|