MLA
My Legacy Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,052
| Closed | -$228K | – | 213 |
|
|
2023
Q4 | $228K | Sell |
2,052
-191
| -9% | -$21.2K | 0.08% | 194 |
|
|
2023
Q3 | $283K | Sell |
2,243
-97
| -4% | -$12.3K | 0.12% | 175 |
|
|
2023
Q2 | $259K | Sell |
2,340
-216
| -8% | -$23.9K | 0.1% | 191 |
|
|
2023
Q1 | $271K | Sell |
2,556
-133
| -5% | -$14.1K | 0.12% | 186 |
|
|
2022
Q4 | $291K | Sell |
2,689
-383
| -12% | -$41.4K | 0.12% | 183 |
|
|
2022
Q3 | $362K | Sell |
3,072
-546
| -15% | -$64.3K | 0.18% | 169 |
|
|
2022
Q2 | $310K | Sell |
3,618
-2,255
| -38% | -$193K | 0.16% | 174 |
|
|
2022
Q1 | $587K | Buy |
+5,873
| New | +$587K | 0.27% | 121 |
|