Independent Solutions Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,874
| Closed | -$221K | – | 215 |
|
|
2022
Q4 | $221K | Sell |
1,874
-1,348
| -42% | -$159K | 0.07% | 202 |
|
|
2022
Q3 | $330K | Sell |
3,222
-699
| -18% | -$71.5K | 0.11% | 152 |
|
|
2022
Q2 | $352K | Sell |
3,921
-34
| -0.9% | -$3.05K | 0.11% | 139 |
|
|
2022
Q1 | $395K | Buy |
3,955
+1
| +0% | +$100 | 0.09% | 151 |
|
|
2021
Q4 | $285K | Buy |
3,954
+198
| +5% | +$14.3K | 0.07% | 184 |
|
|
2021
Q3 | $255K | Buy |
+3,756
| New | +$255K | 0.06% | 193 |
|