Halpern Financial’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 |
-329
| Closed | -$43.3K | – | 227 |
|
|
2024
Q1 | $43.3K | Hold |
329
| – | – | 0.01% | 98 |
|
|
2023
Q4 | $39.5K | Hold |
329
| – | – | 0.01% | 105 |
|
|
2023
Q3 | $39.4K | Buy |
+329
| New | +$39.4K | 0.01% | 93 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 253 |
|
|
2022
Q4 | – | Sell |
-230
| Closed | -$23.5K | – | 207 |
|
|
2022
Q3 | $23.5K | Buy |
+230
| New | +$23.5K | 0.01% | 107 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$1.54K | – | 176 |
|
|
2020
Q1 | $1.54K | Sell |
50
-50
| -50% | -$1.54K | ﹤0.01% | 143 |
|
|
2019
Q4 | $6.5K | Buy |
+100
| New | +$6.5K | 0.01% | 137 |
|