SHJ
Sharkey, Howes & Javer’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,216
| Closed | -$74K | – | 79 |
|
|
2019
Q2 | $74K | Hold |
1,216
| – | – | 0.03% | 96 |
|
|
2019
Q1 | $81K | Hold |
1,216
| – | – | 0.04% | 92 |
|
|
2018
Q4 | $76K | Hold |
1,216
| – | – | 0.05% | 91 |
|
|
2018
Q3 | $94K | Hold |
1,216
| – | – | 0.05% | 87 |
|
|
2018
Q2 | $85K | Hold |
1,216
| – | – | 0.05% | 83 |
|
|
2018
Q1 | $72K | Hold |
1,216
| – | – | 0.04% | 75 |
|
|
2017
Q4 | $67K | Hold |
1,216
| – | – | 0.04% | 75 |
|
|
2017
Q3 | $60K | Hold |
1,216
| – | – | 0.03% | 83 |
|
|
2017
Q2 | $53K | Sell |
1,216
-130
| -10% | -$5.67K | 0.03% | 80 |
|
|
2017
Q1 | $67K | Hold |
1,346
| – | – | 0.04% | 78 |
|
|
2016
Q4 | $67K | Buy |
1,346
+1,216
| +935% | +$60.5K | 0.04% | 81 |
|
|
2016
Q3 | $6K | Hold |
130
| – | – | ﹤0.01% | 175 |
|
|
2016
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 180 |
|
|
2016
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 198 |
|
|
2015
Q4 | $6K | Buy |
130
+36
| +38% | +$1.66K | ﹤0.01% | 195 |
|
|
2015
Q3 | $4K | Sell |
94
-200
| -68% | -$8.51K | ﹤0.01% | 197 |
|
|
2015
Q2 | $18K | Hold |
294
| – | – | 0.01% | 144 |
|
|
2015
Q1 | $18K | Buy |
+294
| New | +$18K | 0.01% | 157 |
|