Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.39K | Buy |
+19
| New | +$3.39K | ﹤0.01% | 483 |
|
|
2023
Q4 | – | Sell |
-113
| Closed | -$11K | – | 443 |
|
|
2023
Q3 | $11K | Hold |
113
| – | – | 0.01% | 322 |
|
|
2023
Q2 | $12.4K | Buy |
+113
| New | +$12.4K | 0.01% | 319 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$1K | – | 203 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 439 |
|