Evolution Wealth Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-43
| Closed | -$7K | – | 254 |
|
|
2021
Q3 | $7K | Hold |
43
| – | – | ﹤0.01% | 449 |
|
|
2021
Q2 | $7K | Hold |
43
| – | – | ﹤0.01% | 454 |
|
|
2021
Q1 | $5K | Hold |
43
| – | – | ﹤0.01% | 518 |
|
|
2020
Q4 | $4K | Sell |
43
-430
| -91% | -$40K | ﹤0.01% | 470 |
|
|
2020
Q3 | $34K | Buy |
473
+430
| +1,000% | +$30.9K | 0.01% | 216 |
|
|
2020
Q2 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 424 |
|
|
2020
Q1 | – | Sell |
-73
| Closed | -$8K | – | 375 |
|
|
2019
Q4 | $8K | Sell |
73
-63
| -46% | -$6.9K | ﹤0.01% | 329 |
|
|
2019
Q3 | $12K | Buy |
136
+71
| +109% | +$6.27K | 0.01% | 150 |
|
|
2019
Q2 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 230 |
|