Fiduciary Planning’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,615
Closed -$206K 62
2024
Q1
$206K Buy
+1,615
New +$206K 0.08% 55
2021
Q2
Sell
-1,608
Closed -$85K 98
2021
Q1
$85K Hold
1,608
0.13% 57
2020
Q4
$64K Buy
+1,608
New +$64K 0.09% 70