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