LBA 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
Q1 | $720K | Buy |
8,307
+650
| +8% | +$56.3K | 0.38% | 49 |
|
|
2016
Q4 | $668K | Sell |
7,657
-250
| -3% | -$21.8K | 0.37% | 49 |
|
|
2016
Q3 | $568K | Sell |
7,907
-423
| -5% | -$30.4K | 0.32% | 54 |
|
|
2016
Q2 | $529K | Buy |
8,330
+525
| +7% | +$33.3K | 0.3% | 60 |
|
|
2016
Q1 | $541K | Buy |
7,805
+325
| +4% | +$22.5K | 0.31% | 54 |
|
|
2015
Q4 | $540K | Buy |
7,480
+1,370
| +22% | +$98.9K | 0.31% | 57 |
|
|
2015
Q3 | $443K | Sell |
6,110
-225
| -4% | -$16.3K | 0.28% | 68 |
|
|
2015
Q2 | $557K | Buy |
6,335
+425
| +7% | +$37.4K | 0.35% | 55 |
|
|
2015
Q1 | $466K | Buy |
5,910
+2,110
| +56% | +$166K | 0.29% | 58 |
|
|
2014
Q4 | $314K | Buy |
3,800
+1,700
| +81% | +$140K | 0.21% | 69 |
|
|
2014
Q3 | $171K | Sell |
2,100
-200
| -9% | -$16.3K | 0.12% | 93 |
|
|
2014
Q2 | $190K | Sell |
2,300
-25
| -1% | -$2.07K | 0.15% | 83 |
|
|
2014
Q1 | $179K | Buy |
2,325
+750
| +48% | +$57.7K | 0.15% | 84 |
|
|
2013
Q4 | $121K | Buy |
+1,575
| New | +$121K | 0.1% | 110 |
|