Carolina 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,143
| Closed | -$223K | – | 254 |
|
|
2022
Q2 | $223K | Buy |
2,143
+354
| +20% | +$36.8K | 0.15% | 78 |
|
|
2022
Q1 | $235K | Buy |
1,789
+156
| +10% | +$20.5K | 0.15% | 73 |
|
|
2021
Q4 | $237K | Buy |
1,633
+372
| +30% | +$54K | 0.13% | 70 |
|
|
2021
Q3 | $204K | Buy |
1,261
+224
| +22% | +$36.2K | 0.14% | 54 |
|
|
2021
Q2 | $160K | Buy |
1,037
+227
| +28% | +$35K | 0.11% | 63 |
|
|
2021
Q1 | $103K | Buy |
+810
| New | +$103K | 0.08% | 87 |
|