SWS Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-222
| Closed | -$25.5K | – | 142 |
|
2024
Q2 | $25.5K | Buy |
+222
| New | +$25.5K | 0.01% | 192 |
|
2022
Q2 | – | Sell |
-214
| Closed | -$21K | – | 79 |
|
2022
Q1 | $21K | Buy |
+214
| New | +$21K | 0.01% | 95 |
|
2018
Q2 | – | Sell |
-278
| Closed | -$16K | – | 142 |
|
2018
Q1 | $16K | Sell |
278
-101
| -27% | -$5.81K | 0.01% | 230 |
|
2017
Q4 | $21K | Buy |
+379
| New | +$21K | 0.02% | 223 |
|