TWM
TriaGen Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,672
| Closed | -$3.14M | – | 163 |
|
|
2024
Q1 | $3.14M | Sell |
24,672
-106
| -0.4% | -$13.5K | 1.3% | 17 |
|
|
2023
Q4 | $2.88M | Sell |
24,778
-940
| -4% | -$109K | 1.37% | 15 |
|
|
2023
Q3 | $3.08M | Buy |
+25,718
| New | +$3.08M | 1.57% | 11 |
|
|
2021
Q1 | – | Sell |
-16,421
| Closed | -$657K | – | 168 |
|
|
2020
Q4 | $657K | Buy |
+16,421
| New | +$657K | 0.38% | 83 |
|