TFO Wealth Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-16
| Closed | -$2.04K | – | 210 |
|
2024
Q1 | $2.04K | Sell |
16
-5
| -24% | -$636 | ﹤0.01% | 116 |
|
2023
Q4 | $2.44K | Sell |
21
-8
| -28% | -$928 | ﹤0.01% | 123 |
|
2023
Q3 | $3.01K | Buy |
29
+13
| +81% | +$1.35K | ﹤0.01% | 188 |
|
2023
Q2 | $1.66K | Hold |
16
| – | – | ﹤0.01% | 187 |
|
2023
Q1 | $1.59K | Buy |
16
+12
| +300% | +$1.19K | ﹤0.01% | 152 |
|
2022
Q4 | $533 | Buy |
+4
| New | +$533 | ﹤0.01% | 469 |
|
2022
Q3 | – | Sell |
-21
| Closed | -$2K | – | 207 |
|
2022
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 302 |
|
2022
Q1 | – | Sell |
-27
| Closed | -$2K | – | 126 |
|
2021
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 121 |
|