Heritage Wealth Advisors’s CAPITAL ONE FINANCIAL CORPORATION Called COF.PRP.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,432
| Closed | -$61.7K | – | 597 |
|
|
2019
Q4 | $61.7K | Sell |
2,432
-1,000
| -29% | -$25.5K | 0.01% | 283 |
|
|
2019
Q3 | $86K | Buy |
3,432
+500
| +17% | +$12.7K | 0.01% | 225 |
|
|
2019
Q2 | $74.1K | Hold |
2,932
| – | – | 0.01% | 221 |
|
|
2019
Q1 | $74.1K | Buy |
2,932
+2,032
| +226% | +$51.3K | 0.01% | 199 |
|
|
2018
Q4 | $22K | Buy |
+900
| New | +$22.3K | ﹤0.01% | 259 |
|