Evelyn V. Moreno’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,400
| Closed | -$755K | – | 138 |
|
|
2022
Q4 | $755K | Hold |
6,400
| – | – | 0.17% | 71 |
|
|
2022
Q3 | $655K | Hold |
6,400
| – | – | 0.3% | 67 |
|
|
2022
Q2 | $575K | Buy |
+6,400
| New | +$575K | 0.13% | 77 |
|
|
2015
Q3 | – | Sell |
-4,015
| Closed | -$247K | – | 70 |
|
|
2015
Q2 | $247K | Buy |
4,015
+190
| +5% | +$11.7K | 0.1% | 70 |
|
|
2015
Q1 | $238K | Hold |
3,825
| – | – | 0.09% | 72 |
|
|
2014
Q4 | $264K | Buy |
3,825
+325
| +9% | +$22.4K | 0.1% | 72 |
|
|
2014
Q3 | $268K | Hold |
3,500
| – | – | 0.1% | 70 |
|
|
2014
Q2 | $300K | Hold |
3,500
| – | – | 0.11% | 69 |
|
|
2014
Q1 | $246K | Hold |
3,500
| – | – | 0.1% | 75 |
|
|
2013
Q4 | $247K | Buy |
+3,500
| New | +$247K | 0.1% | 73 |
|