Spartan Planning & Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $171K | Buy |
1,470
+1,135
| +339% | +$132K | 0.18% | 64 |
|
|
2023
Q3 | $40.1K | Buy |
+335
| New | +$40.1K | 0.05% | 90 |
|
|
2022
Q4 | $106K | Sell |
901
-18
| -2% | -$2.12K | 0.13% | 81 |
|
|
2022
Q3 | $94K | Sell |
919
-283
| -24% | -$28.9K | 0.12% | 39 |
|
|
2022
Q2 | $108K | Sell |
1,202
-1,670
| -58% | -$150K | 0.14% | 49 |
|
|
2022
Q1 | $287K | Buy |
+2,872
| New | +$287K | 0.36% | 37 |
|