DWM
Dopkins Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,195
| Closed | -$251K | – | 69 |
|
|
2024
Q2 | $251K | Hold |
2,195
| – | – | 0.15% | 67 |
|
|
2024
Q1 | $279K | Buy |
+2,195
| New | +$279K | 0.17% | 61 |
|
|
2023
Q4 | – | Sell |
-2,195
| Closed | -$263K | – | 47 |
|
|
2023
Q3 | $263K | Buy |
+2,195
| New | +$263K | 0.2% | 46 |
|