Schneider Downs Wealth Management Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,487
Closed -$223K 136
2022
Q2
$223K Sell
2,487
-140
-5% -$12.6K 0.06% 129
2022
Q1
$263K Sell
2,627
-336
-11% -$33.6K 0.07% 119
2021
Q4
$214K Sell
2,963
-348
-11% -$25.1K 0.05% 146
2021
Q3
$224K Buy
+3,311
New +$224K 0.06% 134