KFP
Keystone Financial Planning’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-78,136
| Closed | -$4.87M | – | 43 |
|
|
2015
Q1 | $4.87M | Buy |
78,136
+1,327
| +2% | +$82.6K | 3.7% | 8 |
|
|
2014
Q4 | $5.3M | Buy |
+76,809
| New | +$5.3M | 3.91% | 7 |
|
|
2014
Q2 | – | Sell |
-58,206
| Closed | -$4.1M | – | 49 |
|
|
2014
Q1 | $4.1M | Buy |
58,206
+89
| +0.2% | +$6.26K | 3.17% | 17 |
|
|
2013
Q4 | $4.11M | Buy |
+58,117
| New | +$4.11M | 3.28% | 13 |
|