Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,199
| Closed | -$515K | – | 530 |
|
|
2016
Q3 | $515K | Buy |
7,199
+108
| +2% | +$7.73K | 0.06% | 366 |
|
|
2016
Q2 | $457K | Buy |
7,091
+568
| +9% | +$36.6K | 0.06% | 361 |
|
|
2016
Q1 | $454K | Buy |
6,523
+1,152
| +21% | +$80.2K | 0.06% | 371 |
|
|
2015
Q4 | $386K | Buy |
5,371
+489
| +10% | +$35.1K | 0.05% | 414 |
|
|
2015
Q3 | $355K | Buy |
+4,882
| New | +$355K | 0.05% | 438 |
|