EWA
Etesian Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,049
| Closed | -$203K | – | 141 |
|
|
2024
Q4 | $203K | Hold |
2,049
| – | – | 0.09% | 138 |
|
|
2024
Q3 | $216K | Buy |
2,049
+90
| +5% | +$9.48K | 0.1% | 137 |
|
|
2024
Q2 | $224K | Sell |
1,959
-50
| -2% | -$5.72K | 0.13% | 114 |
|
|
2024
Q1 | $256K | Buy |
2,009
+55
| +3% | +$7K | 0.15% | 106 |
|
|
2023
Q4 | $228K | Buy |
1,954
+30
| +2% | +$3.5K | 0.14% | 107 |
|
|
2023
Q3 | $230K | Sell |
1,924
-81
| -4% | -$9.7K | 0.16% | 104 |
|
|
2023
Q2 | $208K | Buy |
+2,005
| New | +$208K | 0.14% | 107 |
|