Engrave Wealth Partners’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$690K Sell
2023
Q3
$725K Buy
2023
Q2
$559K Buy
2023
Q1
$534K Sell
2022
Q4
$626K Buy
2022
Q3
$528K Buy
2022
Q2
$463K Buy
2022
Q1
$414K Sell
2021
Q4
$318K Sell
2021
Q3
$299K Hold
2021
Q2
$269K Buy
2021
Q1
$231K Buy
2020
Q3
Sell
2020
Q2
$61K Sell
2020
Q1
$45K Sell
2019
Q4
$103K Buy