Milestone Investment Advisors’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
-388
Closed -$46.5K 192
2023
Q3
$46.5K Buy
+388
New +$46.5K 0.01% 205
2023
Q2
Sell
-1,188
Closed -$118K 186
2023
Q1
$118K Buy
+1,188
New +$118K 0.04% 132