HGWM
Harvest Group Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,185
| Closed | -$87K | – | 169 |
|
|
2020
Q4 | $87K | Buy |
2,185
+19
| +0.9% | +$757 | 0.05% | 74 |
|
|
2020
Q3 | $71K | Sell |
2,166
-221
| -9% | -$7.24K | 0.05% | 75 |
|
|
2020
Q2 | $100K | Buy |
2,387
+15
| +0.6% | +$628 | 0.08% | 54 |
|
|
2020
Q1 | $73K | Sell |
2,372
-351
| -13% | -$10.8K | 0.07% | 66 |
|
|
2019
Q4 | $177K | Buy |
2,723
+15
| +0.6% | +$975 | 0.15% | 39 |
|
|
2019
Q3 | $154K | Buy |
2,708
+3
| +0.1% | +$171 | 0.19% | 34 |
|
|
2019
Q2 | $165K | Buy |
2,705
+2
| +0.1% | +$122 | 0.21% | 27 |
|
|
2019
Q1 | $180K | Buy |
+2,703
| New | +$180K | 0.17% | 39 |
|