Hefty Wealth Partners’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$27K Hold
2017
Q4
$25K Sell
2017
Q3
$27K Hold
2017
Q2
$23K Hold
2017
Q1
$26K Hold
2016
Q4
$27K Hold
2016
Q3
$23K Buy
2016
Q2
$3K Hold
2016
Q1
$3K Hold
2015
Q4
$4K Buy