AWM
COF icon

Alterna Wealth Management’s Capital One COF Stock Holding History

Alterna Wealth Management’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,911
Closed -$251K – 96
2022
Q1 		$251K Buy
1,911
+522
+38% +$76.1K 0.21% 89
2021
Q4 		$202K Buy
+1,389
New +$215K 0.17% 115
2020
Q1 		– Sell
-2,547
Closed -$262K – 82
2019
Q4 		$262K Buy
2,547
+9
+0.4% +$867 0.29% 84
2019
Q3 		$231K Buy
+2,538
New +$228K 0.27% 77
2019
Q1 		– Sell
-3,037
Closed -$251K – 155
2018
Q4 		$251K Buy
+3,037
New +$263K 0.04% 285

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