LGWM
Litman Gregory Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-131
| Closed | -$7K | – | 221 |
|
|
2019
Q3 | $7K | Sell |
131
-130
| -50% | -$6.95K | ﹤0.01% | 144 |
|
|
2019
Q2 | $16K | Buy |
+261
| New | +$16K | ﹤0.01% | 145 |
|
|
2018
Q2 | – | Sell |
-880
| Closed | -$52K | – | 111 |
|
|
2018
Q1 | $52K | Buy |
880
+196
| +29% | +$11.6K | 0.02% | 94 |
|
|
2017
Q4 | $38 | Hold |
684
| – | – | 0.01% | 56 |
|
|
2017
Q3 | $34K | Buy |
+684
| New | +$34K | 0.02% | 59 |
|