INSTITUTE FOR WEALTH MANAGEMENT, LLC. – ConocoPhillips Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$800,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+13.95%
quarter
ConocoPhillips 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.08% | -6 shares | 97K | $102.34 | 7.81K |
| Q2 2022 | share | Increase | +0.38% | 30 shares | -76K | $89.81 | 7.82K |
| Q1 2022 | share | Decrease | -0.98% | -77 shares | 211K | $100 | 7.79K |
| Q4 2021 | share | 0.00% | 0 shares | 35K | $72.08 | 7.87K | |
| Q3 2021 | share | 0.00% | 0 shares | 54K | $67.35 | 7.87K | |
| Q2 2021 | share | Decrease | -0.11% | -9 shares | 62K | $60.06 | 7.87K |
| Q1 2021 | share | Increase | +6.11% | 454 shares | 120K | $51.83 | 7.88K |
| Q4 2020 | share | Decrease | -28.87% | -3.01K shares | -46K | $38.77 | 7.42K |
| Q3 2020 | share | Decrease | -49.46% | -10.21K shares | -525K | $31.44 | 10.44K |
| Q2 2020 | share | Increase | +7.64% | 1.46K shares | 277K | $39.81 | 20.65K |
| Q1 2020 | share | Increase | +5.32% | 970 shares | -594K | $28.9 | 19.18K |
| Q4 2019 | share | Increase | +3.00% | 530 shares | 177K | $60.58 | 18.21K |
| Q3 2019 | share | Increase | +3.41% | 583 shares | -35K | $52.67 | 17.68K |
| Q2 2019 | share | Increase | +2.02% | 338 shares | -76K | $56.11 | 17.10K |
| Q1 2019 | share | Decrease | -6.60% | -1.18K shares | 0 | $61.08 | 16.76K |
| Q4 2018 | share | Increase | +0.52% | 92 shares | -267K | $56.8 | 17.95K |
| Q3 2018 | share | Decrease | -0.62% | -112 shares | 141K | $70.23 | 17.86K |
| Q2 2018 | share | Increase | +14.23% | 2.23K shares | 223K | $62.91 | 17.97K |
| Q1 2018 | share | Increase | +0.94% | 146 shares | 157K | $53.36 | 15.73K |
| Q4 2017 | share | Increase | +18.24% | 2.40K shares | 205K | $49.13 | 15.58K |
| Q3 2017 | share | Decrease | -5.76% | -806 shares | 46K | $44.56 | 13.18K |
| Q2 2017 | share | Increase | 0.00% | 13.98K shares | 614K | $38.9 | 13.98K |