LWA
Lineweaver Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,812
| Closed | -$207K | – | 128 |
|
|
2024
Q2 | $207K | Sell |
1,812
-429
| -19% | -$49.1K | 0.04% | 124 |
|
|
2024
Q1 | $285K | Sell |
2,241
-137
| -6% | -$17.4K | 0.07% | 113 |
|
|
2023
Q4 | $276K | Sell |
2,378
-9,335
| -80% | -$1.08M | 0.07% | 114 |
|
|
2023
Q3 | $1.4M | Sell |
11,713
-5,699
| -33% | -$683K | 0.41% | 50 |
|
|
2023
Q2 | $1.8M | Sell |
17,412
-281
| -2% | -$29.1K | 0.51% | 42 |
|
|
2023
Q1 | $1.76M | Buy |
17,693
+9,086
| +106% | +$901K | 0.54% | 42 |
|
|
2022
Q4 | $1.02M | Sell |
8,607
-7,891
| -48% | -$932K | 0.31% | 62 |
|
|
2022
Q3 | $1.69M | Buy |
16,498
+1,855
| +13% | +$190K | 0.55% | 42 |
|
|
2022
Q2 | $1.32M | Buy |
+14,643
| New | +$1.32M | 0.43% | 46 |
|