CWA
Cypress Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,714
| Closed | -$235K | – | 110 |
|
|
2017
Q1 | $235K | Sell |
4,714
-250
| -5% | -$12.5K | 0.11% | 177 |
|
|
2016
Q4 | $249K | Buy |
+4,964
| New | +$249K | 0.11% | 160 |
|
|
2015
Q4 | – | Sell |
-5,154
| Closed | -$247K | – | 192 |
|
|
2015
Q3 | $247K | Buy |
+5,154
| New | +$247K | 0.13% | 149 |
|