WKWM
Walter & Keenan Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,200
| Closed | -$635K | – | 141 |
|
|
2014
Q4 | $635K | Hold |
9,200
| – | – | 0.36% | 73 |
|
|
2014
Q3 | $704K | Sell |
9,200
-10,000
| -52% | -$765K | 0.41% | 66 |
|
|
2014
Q2 | $1.65M | Sell |
19,200
-3,650
| -16% | -$313K | 0.86% | 40 |
|
|
2014
Q1 | $1.61M | Buy |
+22,850
| New | +$1.61M | 0.88% | 40 |
|