PWAG
Polaris Wealth Advisory Group’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-250,207
| Closed | -$15.7M | – | 180 |
|
|
2021
Q2 | $15.7M | Buy |
+250,207
| New | +$15.7M | 0.93% | 38 |
|
|
2019
Q3 | – | Sell |
-61,149
| Closed | -$3.81M | – | 157 |
|
|
2019
Q2 | $3.81M | Buy |
+61,149
| New | +$3.81M | 0.29% | 60 |
|
|
2018
Q4 | – | Sell |
-280
| Closed | -$22K | – | 206 |
|
|
2018
Q3 | $22K | Buy |
+280
| New | +$22K | ﹤0.01% | 314 |
|
|
2018
Q2 | – | Sell |
-280
| Closed | -$17K | – | 284 |
|
|
2018
Q1 | $17K | Buy |
+280
| New | +$17K | ﹤0.01% | 307 |
|