Granite Bay 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
2024 Q1	–	Sell	-6,300	Closed	-$680K	–	104
2023 Q4	$680K	Sell	6,300 -1,056	-14%	-$114K	0.01%	233
2023 Q3	$791K	Buy	+7,356	New	+$791K	0.01%	228