Hefty Wealth Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $27K | Hold |
452
| – | – | 0.02% | 161 |
|
|
2017
Q4 | $25K | Sell |
452
-88
| -16% | -$4.87K | 0.02% | 159 |
|
|
2017
Q3 | $27K | Hold |
540
| – | – | 0.02% | 152 |
|
|
2017
Q2 | $23K | Hold |
540
| – | – | 0.02% | 145 |
|
|
2017
Q1 | $26K | Hold |
540
| – | – | 0.02% | 145 |
|
|
2016
Q4 | $27K | Hold |
540
| – | – | 0.02% | 139 |
|
|
2016
Q3 | $23K | Buy |
540
+452
| +514% | +$19.3K | 0.02% | 153 |
|
|
2016
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 181 |
|
|
2016
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 188 |
|
|
2015
Q4 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 165 |
|