BSW Wealth Partners’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
+2,155
| New | +$459K | 0.06% | 176 |
|
|
2022
Q2 | – | Sell |
-1,691
| Closed | -$222K | – | 286 |
|
|
2022
Q1 | $222K | Buy |
1,691
+285
| +20% | +$37.4K | 0.06% | 255 |
|
|
2021
Q4 | $204K | Sell |
1,406
-138
| -9% | -$20K | 0.05% | 246 |
|
|
2021
Q3 | $250K | Buy |
1,544
+238
| +18% | +$38.5K | 0.07% | 212 |
|
|
2021
Q2 | $202K | Buy |
+1,306
| New | +$202K | 0.06% | 233 |
|