GGPS
Gary Goldberg Planning Services’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $5.37M | Buy |
77,742
+32,648
| +72% | +$2.25M | 2.26% | 14 |
|
|
2014
Q3 | $3.45M | Sell |
45,094
-18,380
| -29% | -$1.41M | 1.44% | 23 |
|
|
2014
Q2 | $5.44M | Sell |
63,474
-13,514
| -18% | -$1.16M | 2.39% | 14 |
|
|
2014
Q1 | $5.42M | Sell |
76,988
-7,398
| -9% | -$520K | 2.64% | 11 |
|
|
2013
Q4 | $5.96M | Sell |
84,386
-16,697
| -17% | -$1.18M | 3.47% | 9 |
|
|
2013
Q3 | $7.03M | Buy |
101,083
+28,803
| +40% | +$2M | 4.26% | 5 |
|
|
2013
Q2 | $4.37M | Buy |
+72,280
| New | +$4.37M | 2.79% | 12 |
|