RDM
Retirement Design & Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,259
| Closed | -$204K | – | 73 |
|
|
2015
Q3 | $204K | Sell |
4,259
-50
| -1% | -$2.4K | 0.21% | 65 |
|
|
2015
Q2 | $265K | Sell |
4,309
-100
| -2% | -$6.15K | 0.23% | 63 |
|
|
2015
Q1 | $274K | Sell |
4,409
-327
| -7% | -$20.3K | 0.24% | 61 |
|
|
2014
Q4 | $327K | Buy |
+4,736
| New | +$327K | 0.25% | 61 |
|