LWM
Loveless Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $936K | Buy |
10,421
+478
| +5% | +$42.9K | 0.61% | 53 |
|
|
2022
Q1 | $994K | Buy |
9,943
+155
| +2% | +$15.5K | 0.56% | 58 |
|
|
2021
Q4 | $706K | Buy |
9,788
+35
| +0.4% | +$2.53K | 0.39% | 78 |
|
|
2021
Q3 | $661K | Buy |
9,753
+251
| +3% | +$17K | 0.4% | 81 |
|
|
2021
Q2 | $579K | Buy |
9,502
+477
| +5% | +$29.1K | 0.35% | 85 |
|
|
2021
Q1 | $478K | Buy |
9,025
+125
| +1% | +$6.62K | 0.32% | 92 |
|
|
2020
Q4 | $356K | Sell |
8,900
-645
| -7% | -$25.8K | 0.26% | 95 |
|
|
2020
Q3 | $313K | Buy |
9,545
+225
| +2% | +$7.38K | 0.26% | 90 |
|
|
2020
Q2 | $392K | Buy |
9,320
+632
| +7% | +$26.6K | 0.37% | 76 |
|
|
2020
Q1 | $268K | Sell |
8,688
-300
| -3% | -$9.25K | 0.32% | 80 |
|
|
2019
Q4 | $591K | Buy |
+8,988
| New | +$591K | 0.51% | 63 |
|