Graves Light Lenhart Wealth’s Capital One COF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-673
| Closed | -$70K | – | 249 |
|
2022
Q2 | $70K | Sell |
673
-167
| -20% | -$17.4K | 0.01% | 270 |
|
2022
Q1 | $110K | Buy |
840
+240
| +40% | +$31.4K | 0.02% | 250 |
|
2021
Q4 | $87K | Buy |
600
+140
| +30% | +$20.3K | 0.01% | 323 |
|
2021
Q3 | $75K | Hold |
460
| – | – | 0.01% | 317 |
|
2021
Q2 | $71K | Hold |
460
| – | – | 0.01% | 334 |
|
2021
Q1 | $59K | Buy |
460
+13
| +3% | +$1.67K | 0.01% | 361 |
|
2020
Q4 | $44K | Buy |
+447
| New | +$44K | 0.01% | 390 |
|