TRIA
Trail Ridge Investment Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,104
| Closed | -$244K | – | 106 |
|
|
2023
Q4 | $244K | Hold |
2,104
| – | – | 0.15% | 96 |
|
|
2023
Q3 | $252K | Hold |
2,104
| – | – | 0.17% | 91 |
|
|
2023
Q2 | $218K | Hold |
2,104
| – | – | 0.13% | 108 |
|
|
2023
Q1 | $209K | Hold |
2,104
| – | – | 0.14% | 115 |
|
|
2022
Q4 | $248K | Hold |
2,104
| – | – | 0.17% | 107 |
|
|
2022
Q3 | $282K | Buy |
+2,104
| New | +$282K | 0.19% | 112 |
|