Wealthcare Capital Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-63
| Closed | -$3K | – | 190 |
|
2021
Q1 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 470 |
|
2020
Q1 | – | Sell |
-73
| Closed | -$5K | – | 333 |
|
2019
Q4 | $5K | Buy |
+73
| New | +$5K | ﹤0.01% | 246 |
|
2019
Q3 | – | Sell |
-400
| Closed | -$24K | – | 191 |
|
2019
Q2 | $24K | Hold |
400
| – | – | ﹤0.01% | 121 |
|
2019
Q1 | $27K | Hold |
400
| – | – | ﹤0.01% | 120 |
|
2018
Q4 | $25K | Hold |
400
| – | – | ﹤0.01% | 117 |
|
2018
Q3 | $31K | Hold |
400
| – | – | ﹤0.01% | 111 |
|
2018
Q2 | $28K | Hold |
400
| – | – | ﹤0.01% | 106 |
|
2018
Q1 | $24K | Hold |
400
| – | – | ﹤0.01% | 107 |
|
2017
Q4 | $22K | Hold |
400
| – | – | ﹤0.01% | 110 |
|
2017
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 111 |
|
2017
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 109 |
|
2017
Q1 | $20K | Hold |
400
| – | – | ﹤0.01% | 109 |
|
2016
Q4 | $20K | Hold |
400
| – | – | ﹤0.01% | 102 |
|
2016
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 105 |
|
2016
Q2 | $17K | Hold |
400
| – | – | ﹤0.01% | 102 |
|
2016
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 114 |
|
2015
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 117 |
|
2015
Q3 | $19K | Hold |
400
| – | – | ﹤0.01% | 130 |
|
2015
Q2 | $25K | Sell |
400
-3,798
| -90% | -$237K | ﹤0.01% | 143 |
|
2015
Q1 | $261K | Buy |
+4,198
| New | +$261K | 0.03% | 86 |
|
2014
Q4 | – | Sell |
-125
| Closed | -$10K | – | 209 |
|
2014
Q3 | $10K | Buy |
+125
| New | +$10K | ﹤0.01% | 146 |
|