DPA
Delphi Private Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-275
| Closed | -$15K | – | 89 |
|
|
2017
Q4 | $15K | Sell |
275
-2,112
| -88% | -$115K | 0.04% | 111 |
|
|
2017
Q3 | $119K | Hold |
2,387
| – | – | 0.35% | 18 |
|
|
2017
Q2 | $105K | Hold |
2,387
| – | – | 0.21% | 20 |
|
|
2017
Q1 | $119K | Sell |
2,387
-63
| -3% | -$3.14K | 0.22% | 17 |
|
|
2016
Q4 | $123K | Hold |
2,450
| – | – | 0.22% | 23 |
|
|
2016
Q3 | $107K | Sell |
2,450
-52
| -2% | -$2.27K | 0.19% | 24 |
|
|
2016
Q2 | $109K | Sell |
2,502
-22
| -0.9% | -$958 | 0.2% | 25 |
|
|
2016
Q1 | $102K | Sell |
2,524
-42
| -2% | -$1.7K | 0.18% | 27 |
|
|
2015
Q4 | $120K | Buy |
+2,566
| New | +$120K | 0.21% | 28 |
|