PWM
Paulson Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,297
| Closed | -$228K | – | 119 |
|
|
2018
Q3 | $228K | Hold |
3,297
| – | – | 0.2% | 112 |
|
|
2018
Q2 | $230K | Buy |
+3,297
| New | +$230K | 0.23% | 99 |
|
|
2018
Q1 | – | Sell |
-3,302
| Closed | -$181K | – | 189 |
|
|
2017
Q4 | $181K | Buy |
+3,302
| New | +$181K | 0.16% | 115 |
|