WealthPlan Investment Management’s ConocoPhillips COP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,259	Closed	-$366K	–	463
2022 Q4	$366K	Buy	3,259 +137	+4%	+$15.4K	0.03%	287
2022 Q3	$358K	Buy	+3,122	New	+$358K	0.03%	283
2022 Q1	$328K	Buy	+3,438	New	+$328K	0.02%	302