Squar Milner Financial Services’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-953
| Closed | -$29K | – | 313 |
|
|
2020
Q1 | $29K | Hold |
953
| – | – | 0.02% | 412 |
|
|
2019
Q4 | $61K | Buy |
+953
| New | +$61K | 0.03% | 389 |
|
|
2019
Q3 | – | Sell |
-503
| Closed | -$31K | – | 318 |
|
|
2019
Q2 | $31K | Hold |
503
| – | – | 0.02% | 403 |
|
|
2019
Q1 | $33K | Hold |
503
| – | – | 0.02% | 370 |
|
|
2018
Q4 | $31K | Hold |
503
| – | – | 0.03% | 342 |
|
|
2018
Q3 | $39K | Sell |
503
-52
| -9% | -$4.03K | 0.04% | 330 |
|
|
2018
Q2 | $39K | Buy |
+555
| New | +$39K | 0.03% | 372 |
|