CFA
Compass Financial Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,413
| Closed | -$239K | – | 14 |
|
|
2023
Q1 | $239K | Buy |
2,413
+1
| +0% | +$99 | 0.3% | 106 |
|
|
2022
Q4 | $285K | Buy |
2,412
+52
| +2% | +$6.14K | 0.38% | 89 |
|
|
2022
Q3 | $242K | Buy |
2,360
+1
| +0% | +$103 | 0.36% | 93 |
|
|
2022
Q2 | $212K | Buy |
2,359
+1
| +0% | +$90 | 0.29% | 117 |
|
|
2022
Q1 | $236K | Buy |
+2,358
| New | +$236K | 0.26% | 119 |
|