CFM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,543
| Closed | -$265K | – | 154 |
|
|
2022
Q2 | $265K | Hold |
2,543
| – | – | 0.08% | 139 |
|
|
2022
Q1 | $334K | Buy |
+2,543
| New | +$334K | 0.08% | 143 |
|
|
2020
Q3 | – | Sell |
-84
| Closed | -$5K | – | 221 |
|
|
2020
Q2 | $5K | Sell |
84
-206
| -71% | -$12.3K | ﹤0.01% | 438 |
|
|
2020
Q1 | $15K | Sell |
290
-26
| -8% | -$1.35K | 0.01% | 395 |
|
|
2019
Q4 | $33K | Buy |
+316
| New | +$33K | 0.01% | 315 |
|