Alterna 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,911
| Closed | -$251K | – | 96 |
|
|
2022
Q1 | $251K | Buy |
1,911
+522
| +38% | +$68.6K | 0.21% | 89 |
|
|
2021
Q4 | $202K | Buy |
+1,389
| New | +$202K | 0.17% | 115 |
|
|
2020
Q1 | – | Sell |
-2,547
| Closed | -$262K | – | 82 |
|
|
2019
Q4 | $262K | Buy |
2,547
+9
| +0.4% | +$926 | 0.29% | 84 |
|
|
2019
Q3 | $231K | Buy |
+2,538
| New | +$231K | 0.27% | 77 |
|
|
2019
Q1 | – | Sell |
-3,037
| Closed | -$251K | – | 155 |
|
|
2018
Q4 | $251K | Buy |
+3,037
| New | +$251K | 0.04% | 283 |
|