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Essential Planning’s Capital One COF Stock Holding History

Essential Planning’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,682
Closed -$2.02M – 117
2024
Q4 		$2.02M Buy
+11,682
New +$2.02M 0.01% 194