Altavista Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $595K | Hold |
4,100
| – | – | 0.12% | 117 |
|
|
2021
Q3 | $664K | Sell |
4,100
-900
| -18% | -$146K | 0.15% | 103 |
|
|
2021
Q2 | $773K | Hold |
5,000
| – | – | 0.17% | 95 |
|
|
2021
Q1 | $636K | Hold |
5,000
| – | – | 0.16% | 99 |
|
|
2020
Q4 | $494K | Hold |
5,000
| – | – | 0.13% | 109 |
|
|
2020
Q3 | $359K | Hold |
5,000
| – | – | 0.1% | 128 |
|
|
2020
Q2 | $313K | Sell |
5,000
-570
| -10% | -$35.7K | 0.09% | 130 |
|
|
2020
Q1 | $281K | Hold |
5,570
| – | – | 0.1% | 129 |
|
|
2019
Q4 | $573K | Hold |
5,570
| – | – | 0.17% | 97 |
|
|
2019
Q3 | $507K | Buy |
+5,570
| New | +$507K | 0.16% | 101 |
|