National Wealth Management Group’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
-5,488
Closed -$657K 139
2023
Q3
$657K Sell
5,488
-39
-0.7% -$4.67K 0.72% 40
2023
Q2
$639K Buy
+5,527
New +$639K 0.66% 44