Holistic Financial Partners’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 |
-1,770
| Closed | -$225K | – | 123 |
|
|
2024
Q1 | $225K | Buy |
+1,770
| New | +$225K | 0.11% | 113 |
|
|
2022
Q2 | – | Sell |
-2,115
| Closed | -$212K | – | 98 |
|
|
2022
Q1 | $212K | Buy |
+2,115
| New | +$212K | 0.13% | 101 |
|
|
2018
Q2 | – | Sell |
-1,442
| Closed | -$85K | – | 100 |
|
|
2018
Q1 | $85K | Buy |
1,442
+11
| +0.8% | +$648 | 0.07% | 131 |
|
|
2017
Q4 | $79K | Buy |
+1,431
| New | +$79K | 0.06% | 142 |
|