Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,121
| Closed | -$288K | – | 192 |
|
|
2022
Q3 | $288K | Buy |
3,121
+2,480
| +387% | +$229K | 0.05% | 138 |
|
|
2022
Q2 | $67K | Buy |
641
+172
| +37% | +$18K | 0.01% | 202 |
|
|
2022
Q1 | $61K | Buy |
469
+1
| +0.2% | +$130 | 0.01% | 197 |
|
|
2021
Q4 | $67K | Buy |
+468
| New | +$67K | 0.01% | 169 |
|
|
2021
Q1 | – | Sell |
-576
| Closed | -$56K | – | 176 |
|
|
2020
Q4 | $56K | Buy |
+576
| New | +$56K | 0.04% | 149 |
|