B. Riley 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 | $534 | Buy |
5,130
+330
| +7% | +$34 | ﹤0.01% | 399 |
|
|
2022
Q1 | $630K | Buy |
+4,800
| New | +$630K | 0.05% | 291 |
|
|
2015
Q3 | – | Sell |
-12
| Closed | -$1K | – | 248 |
|
|
2015
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 976 |
|
|
2015
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1025 |
|
|
2014
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1014 |
|
|
2014
Q3 | $0 | Sell |
12
-50
| -81% | – | ﹤0.01% | 1072 |
|
|
2014
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 932 |
|
|
2014
Q1 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 881 |
|