Jacobus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,177
| Closed | -$102K | – | 206 |
|
|
2017
Q1 | $102K | Hold |
1,177
| – | – | 0.03% | 201 |
|
|
2016
Q4 | $103K | Buy |
+1,177
| New | +$103K | 0.03% | 199 |
|
|
2015
Q3 | – | Sell |
-1,268
| Closed | -$112K | – | 289 |
|
|
2015
Q2 | $112K | Buy |
+1,268
| New | +$112K | 0.03% | 294 |
|
|
2015
Q1 | – | Sell |
-1,268
| Closed | -$105K | – | 306 |
|
|
2014
Q4 | $105K | Hold |
1,268
| – | – | 0.03% | 288 |
|
|
2014
Q3 | $103K | Hold |
1,268
| – | – | 0.03% | 301 |
|
|
2014
Q2 | $105K | Buy |
+1,268
| New | +$105K | 0.03% | 304 |
|