Kiley Juergens Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,491
| Closed | -$524K | – | 46 |
|
|
2020
Q2 | $524K | Sell |
12,491
-2,265
| -15% | -$95K | 0.44% | 35 |
|
|
2020
Q1 | $454K | Buy |
14,756
+2,456
| +20% | +$75.6K | 0.47% | 34 |
|
|
2019
Q4 | $799K | Buy |
+12,300
| New | +$799K | 0.7% | 29 |
|
|
2018
Q4 | – | Sell |
-5,488
| Closed | -$424K | – | 155 |
|
|
2018
Q3 | $424K | Buy |
5,488
+206
| +4% | +$15.9K | 0.32% | 62 |
|
|
2018
Q2 | $367K | Buy |
5,282
+207
| +4% | +$14.4K | 0.33% | 59 |
|
|
2018
Q1 | $300K | Buy |
5,075
+4
| +0.1% | +$236 | 0.33% | 61 |
|
|
2017
Q4 | $278K | Buy |
+5,071
| New | +$278K | 0.25% | 64 |
|