AWS
Aris Wealth Services’s Capital One COF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $11K | Sell |
157
-7,877
| -98% | -$552K | 0.02% | 212 |
|
|
2015
Q2 | $707K | Buy |
8,034
+450
| +6% | +$39.6K | 0.65% | 60 |
|
|
2015
Q1 | $598K | Buy |
7,584
+908
| +14% | +$71.6K | 0.56% | 65 |
|
|
2014
Q4 | $551K | Buy |
6,676
+105
| +2% | +$8.67K | 0.61% | 62 |
|
|
2014
Q3 | $536K | Buy |
6,571
+355
| +6% | +$29K | 0.67% | 60 |
|
|
2014
Q2 | $513K | Buy |
6,216
+314
| +5% | +$25.9K | 0.67% | 56 |
|
|
2014
Q1 | $455K | Buy |
5,902
+220
| +4% | +$17K | 0.67% | 61 |
|
|
2013
Q4 | $435K | Buy |
5,682
+201
| +4% | +$15.4K | 0.73% | 50 |
|
|
2013
Q3 | $377K | Buy |
5,481
+475
| +9% | +$32.7K | 0.69% | 55 |
|
|
2013
Q2 | $314K | Buy |
+5,006
| New | +$314K | 0.67% | 58 |
|