Gupta 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $57K | Sell |
828
-2,435
| -75% | -$168K | 0.01% | 418 |
|
2015
Q4 | $236K | Sell |
3,263
-89
| -3% | -$6.44K | 0.06% | 228 |
|
2015
Q3 | $243K | Sell |
3,352
-1,823
| -35% | -$132K | 0.06% | 221 |
|
2015
Q2 | $455K | Buy |
5,175
+5,059
| +4,361% | +$445K | 0.11% | 158 |
|
2015
Q1 | $9K | Buy |
+116
| New | +$9K | ﹤0.01% | 775 |
|