IWA
Intercontinental Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,528
| Closed | -$87K | – | 362 |
|
|
2019
Q3 | $87K | Hold |
1,528
| – | – | 0.05% | 180 |
|
|
2019
Q2 | $93K | Hold |
1,528
| – | – | 0.05% | 172 |
|
|
2019
Q1 | $102K | Buy |
1,528
+31
| +2% | +$2.07K | 0.05% | 174 |
|
|
2018
Q4 | $93K | Buy |
+1,497
| New | +$93K | 0.05% | 171 |
|
|
2016
Q1 | – | Sell |
-53,770
| Closed | -$2.51M | – | 125 |
|
|
2015
Q4 | $2.51M | Buy |
+53,770
| New | +$2.51M | 1.72% | 19 |
|