IWA
Inspirion Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,167
| Closed | -$200K | – | 55 |
|
|
2015
Q3 | $200K | Sell |
4,167
-2,687
| -39% | -$129K | 0.16% | 52 |
|
|
2015
Q2 | $421K | Hold |
6,854
| – | – | 0.31% | 33 |
|
|
2015
Q1 | $427K | Hold |
6,854
| – | – | 0.34% | 32 |
|
|
2014
Q4 | $473K | Buy |
+6,854
| New | +$473K | 0.44% | 30 |
|