Impact Partnership Wealth’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,726
| Closed | -$668K | – | 308 |
|
|
2025
Q1 | $668K | Buy |
+3,726
| New | +$668K | 0.14% | 79 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$656 | – | 737 |
|
|
2023
Q4 | $656 | Sell |
5
-19
| -79% | -$2.49K | ﹤0.01% | 781 |
|
|
2023
Q3 | $2.33K | Sell |
24
-36
| -60% | -$3.49K | ﹤0.01% | 811 |
|
|
2023
Q2 | $6.56K | Buy |
+60
| New | +$6.56K | ﹤0.01% | 465 |
|