Merriman Wealth Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,685
Closed -$202K 191
2023
Q3
$202K Buy
+1,685
New +$202K 0.01% 180
2023
Q1
Sell
-1,748
Closed -$206K 197
2022
Q4
$206K Sell
1,748
-354
-17% -$41.8K 0.01% 195
2022
Q3
$215K Buy
+2,102
New +$215K 0.01% 160