SPWG
Sage Private Wealth Group’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-75
| Closed | -$8K | – | 70 |
|
|
2022
Q3 | $8K | Hold |
75
| – | – | 0.01% | 155 |
|
|
2022
Q2 | $7K | Hold |
75
| – | – | 0.01% | 149 |
|
|
2022
Q1 | $8K | Hold |
75
| – | – | 0.01% | 151 |
|
|
2021
Q4 | $5K | Hold |
75
| – | – | 0.01% | 155 |
|
|
2021
Q3 | $5K | Hold |
75
| – | – | 0.01% | 156 |
|
|
2021
Q2 | $5K | Buy |
+75
| New | +$5K | 0.01% | 151 |
|