Altium 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 | $581K | Sell |
5,579
-2,213
| -28% | -$230K | 0.04% | 214 |
|
|
2022
Q1 | $1.02M | Buy |
7,792
+1,152
| +17% | +$151K | 0.07% | 156 |
|
|
2021
Q4 | $963K | Buy |
6,640
+101
| +2% | +$14.6K | 0.06% | 157 |
|
|
2021
Q3 | $1.06M | Buy |
6,539
+728
| +13% | +$118K | 0.08% | 128 |
|
|
2021
Q2 | $899K | Buy |
5,811
+249
| +4% | +$38.5K | 0.07% | 138 |
|
|
2021
Q1 | $708K | Buy |
5,562
+411
| +8% | +$52.3K | 0.06% | 160 |
|
|
2020
Q4 | $509K | Buy |
5,151
+812
| +19% | +$80.2K | 0.05% | 192 |
|
|
2020
Q3 | $312K | Sell |
4,339
-471
| -10% | -$33.9K | 0.03% | 256 |
|
|
2020
Q2 | $301K | Buy |
4,810
+350
| +8% | +$21.9K | 0.03% | 269 |
|
|
2020
Q1 | $225K | Buy |
4,460
+909
| +26% | +$45.9K | 0.03% | 278 |
|
|
2019
Q4 | $365K | Buy |
3,551
+226
| +7% | +$23.2K | 0.04% | 198 |
|
|
2019
Q3 | $302K | Buy |
3,325
+239
| +8% | +$21.7K | 0.04% | 214 |
|
|
2019
Q2 | $280K | Buy |
3,086
+25
| +0.8% | +$2.27K | 0.04% | 222 |
|
|
2019
Q1 | $250K | Buy |
3,061
+57
| +2% | +$4.66K | 0.04% | 230 |
|
|
2018
Q4 | $227K | Buy |
3,004
+641
| +27% | +$48.4K | 0.04% | 231 |
|
|
2018
Q3 | $224K | Sell |
2,363
-56
| -2% | -$5.31K | 0.04% | 260 |
|
|
2018
Q2 | $222K | Buy |
2,419
+302
| +14% | +$27.7K | 0.06% | 230 |
|
|
2018
Q1 | $202K | Buy |
+2,117
| New | +$202K | 0.08% | 159 |
|