TrueWealth Advisors’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 |
-3,481
| Closed | -$398K | – | 225 |
|
|
2024
Q2 | $398K | Buy |
+3,481
| New | +$398K | 0.15% | 112 |
|
|
2023
Q4 | – | Sell |
-1,984
| Closed | -$238K | – | 200 |
|
|
2023
Q3 | $238K | Buy |
+1,984
| New | +$238K | 0.1% | 161 |
|
|
2023
Q1 | – | Sell |
-1,894
| Closed | -$223K | – | 185 |
|
|
2022
Q4 | $223K | Buy |
+1,894
| New | +$223K | 0.1% | 164 |
|