Burt Wealth Advisors’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 | $362K | Buy |
+1,703
| New | +$362K | 0.08% | 88 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$10K | – | 408 |
|
|
2020
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 266 |
|
|
2019
Q4 | $21K | Hold |
200
| – | – | 0.01% | 232 |
|
|
2019
Q3 | $18K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $18K | Sell |
200
-58
| -22% | -$5.22K | 0.01% | 247 |
|
|
2019
Q1 | $21K | Buy |
258
+58
| +29% | +$4.72K | 0.01% | 236 |
|
|
2018
Q4 | $15K | Hold |
200
| – | – | 0.01% | 257 |
|
|
2018
Q3 | $19K | Hold |
200
| – | – | 0.01% | 252 |
|
|
2018
Q2 | $18K | Hold |
200
| – | – | 0.01% | 257 |
|
|
2018
Q1 | $19K | Sell |
200
-75
| -27% | -$7.13K | 0.01% | 254 |
|
|
2017
Q4 | $27K | Buy |
275
+75
| +38% | +$7.36K | 0.02% | 227 |
|
|
2017
Q3 | $17K | Hold |
200
| – | – | 0.01% | 243 |
|
|
2017
Q2 | $16K | Buy |
+200
| New | +$16K | 0.01% | 264 |
|