JWM
Jupiter Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,000
| Closed | -$876K | – | 90 |
|
|
2021
Q3 | $876K | Hold |
12,000
| – | – | 0.41% | 55 |
|
|
2021
Q2 | $678K | Hold |
12,000
| – | – | 0.32% | 56 |
|
|
2021
Q1 | $637K | Hold |
12,000
| – | – | 0.32% | 54 |
|
|
2020
Q4 | $480K | Hold |
12,000
| – | – | 0.29% | 51 |
|
|
2020
Q3 | $394K | Sell |
12,000
-600
| -5% | -$19.7K | 0.28% | 49 |
|
|
2020
Q2 | $496K | Buy |
+12,600
| New | +$496K | 0.25% | 49 |
|