Janiczek 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $152K | Hold |
1,098
| – | – | 0.03% | 223 |
|
2024
Q1 | $163K | Hold |
1,098
| – | – | 0.03% | 213 |
|
2023
Q4 | $144K | Buy |
1,098
+43
| +4% | +$5.64K | 0.03% | 216 |
|
2023
Q3 | $102K | Sell |
1,055
-13
| -1% | -$1.26K | 0.03% | 243 |
|
2023
Q2 | $117K | Buy |
1,068
+23
| +2% | +$2.52K | 0.03% | 194 |
|
2023
Q1 | $101K | Sell |
1,045
-10
| -0.9% | -$966 | 0.03% | 211 |
|
2022
Q4 | $107K | Sell |
1,055
-200
| -16% | -$20.2K | 0.03% | 208 |
|
2022
Q3 | $117K | Sell |
1,255
-440
| -26% | -$41K | 0.04% | 172 |
|
2022
Q2 | $186K | Buy |
1,695
+553
| +48% | +$60.7K | 0.06% | 109 |
|
2022
Q1 | $150K | Buy |
1,142
+100
| +10% | +$13.1K | 0.04% | 154 |
|
2021
Q4 | $151K | Sell |
1,042
-63
| -6% | -$9.13K | 0.05% | 135 |
|
2021
Q3 | $179K | Buy |
1,105
+70
| +7% | +$11.3K | 0.06% | 107 |
|
2021
Q2 | $160K | Buy |
1,035
+33
| +3% | +$5.1K | 0.06% | 106 |
|
2021
Q1 | $127K | Buy |
1,002
+8
| +0.8% | +$1.01K | 0.05% | 111 |
|
2020
Q4 | $98K | Buy |
994
+291
| +41% | +$28.7K | 0.05% | 114 |
|
2020
Q3 | $51K | Buy |
+703
| New | +$51K | 0.03% | 95 |
|