CWM
COF.WS

Circle Wealth Management’s Capital One Financial Corp COF.WS Stock Holding History

Circle Wealth Management’s Portfolio COF.WS Stock Details COF.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
2018
Q3 		$520K Sell
2018
Q2 		$504K Hold
2018
Q1 		$536K Buy
2017
Q4 		$567K Buy
2017
Q3 		$416K Buy
2017
Q2 		$395K Sell
2017
Q1 		$431K Buy
2016
Q4 		$387K Buy