Gupta Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $308K | Buy |
7,636
+2,158
| +39% | +$87K | 0.07% | 190 |
|
|
2015
Q4 | $256K | Sell |
5,478
-2,086
| -28% | -$97.5K | 0.07% | 212 |
|
|
2015
Q3 | $363K | Buy |
7,564
+293
| +4% | +$14.1K | 0.09% | 168 |
|
|
2015
Q2 | $447K | Buy |
7,271
+4,947
| +213% | +$304K | 0.11% | 159 |
|
|
2015
Q1 | $145K | Buy |
+2,324
| New | +$145K | 0.04% | 261 |
|