LDFR
Lehman & Derafelo Financial Resources’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $220K | Sell |
1,866
-211
| -10% | -$24.9K | 0.07% | 102 |
|
|
2022
Q3 | $215K | Buy |
+2,077
| New | +$215K | 0.07% | 93 |
|
|
2022
Q2 | – | Sell |
-2,077
| Closed | -$208K | – | 203 |
|
|
2022
Q1 | $208K | Buy |
+2,077
| New | +$208K | 0.06% | 107 |
|
|
2020
Q1 | – | Sell |
-6,061
| Closed | -$394K | – | 200 |
|
|
2019
Q4 | $394K | Buy |
6,061
+634
| +12% | +$41.2K | 0.14% | 69 |
|
|
2019
Q3 | $309K | Buy |
5,427
+466
| +9% | +$26.5K | 0.12% | 73 |
|
|
2019
Q2 | $297K | Hold |
4,961
| – | – | 0.12% | 75 |
|
|
2019
Q1 | $331K | Hold |
4,961
| – | – | 0.14% | 67 |
|
|
2018
Q4 | $309K | Buy |
+4,961
| New | +$309K | 0.15% | 61 |
|