DWM
Doyle Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,846
| Closed | -$211K | – | 179 |
|
|
2020
Q1 | $211K | Sell |
6,846
-604
| -8% | -$18.6K | 0.03% | 169 |
|
|
2019
Q4 | $485K | Buy |
7,450
+1,100
| +17% | +$71.6K | 0.06% | 123 |
|
|
2019
Q3 | $362K | Hold |
6,350
| – | – | 0.05% | 141 |
|
|
2019
Q2 | $387K | Sell |
6,350
-105
| -2% | -$6.4K | 0.05% | 130 |
|
|
2019
Q1 | $400K | Buy |
6,455
+872
| +16% | +$54K | 0.06% | 127 |
|
|
2018
Q4 | $348K | Buy |
5,583
+1,600
| +40% | +$99.7K | 0.06% | 129 |
|
|
2018
Q3 | $308K | Buy |
3,983
+767
| +24% | +$59.3K | 0.05% | 148 |
|
|
2018
Q2 | $224K | Buy |
+3,216
| New | +$224K | 0.04% | 164 |
|