Engrave 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-47,398
| Closed | -$7.33M | – | 72 |
|
|
2021
Q2 | $7.33M | Buy |
+47,398
| New | +$7.33M | 2.21% | 15 |
|
|
2020
Q3 | – | Sell |
-382
| Closed | -$23K | – | 131 |
|
|
2020
Q2 | $23K | Hold |
382
| – | – | 0.02% | 165 |
|
|
2020
Q1 | $19K | Hold |
382
| – | – | 0.02% | 156 |
|
|
2019
Q4 | $39K | Buy |
+382
| New | +$39K | 0.04% | 150 |
|