MPS Loria Financial Planners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,805
| Closed | -$95K | – | 202 |
|
|
2021
Q1 | $95K | Buy |
1,805
+28
| +2% | +$1.47K | 0.04% | 118 |
|
|
2020
Q4 | $70K | Buy |
1,777
+97
| +6% | +$3.82K | 0.03% | 138 |
|
|
2020
Q3 | $55K | Hold |
1,680
| – | – | 0.03% | 144 |
|
|
2020
Q2 | $71K | Buy |
+1,680
| New | +$71K | 0.04% | 124 |
|
|
2017
Q3 | – | Sell |
-1,975
| Closed | -$88K | – | 137 |
|
|
2017
Q2 | $88K | Buy |
+1,975
| New | +$88K | 0.06% | 120 |
|