EWS
Evergreen Wealth Solutions’s Capital One COF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,813
| Closed | -$270K | – | 119 |
|
|
2024
Q1 | $270K | Sell |
1,813
-283
| -14% | -$42.1K | 0.2% | 94 |
|
|
2023
Q4 | $275K | Buy |
+2,096
| New | +$275K | 0.23% | 94 |
|
|
2023
Q3 | – | Sell |
-2,001
| Closed | -$219K | – | 106 |
|
|
2023
Q2 | $219K | Buy |
+2,001
| New | +$219K | 0.22% | 96 |
|
|
2022
Q2 | – | Sell |
-1,614
| Closed | -$212K | – | 101 |
|
|
2022
Q1 | $212K | Sell |
1,614
-26
| -2% | -$3.42K | 0.21% | 91 |
|
|
2021
Q4 | $238K | Buy |
+1,640
| New | +$238K | 0.22% | 84 |
|