Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-38
| Closed | -$6K | – | 338 |
|
|
2021
Q3 | $6K | Hold |
38
| – | – | ﹤0.01% | 907 |
|
|
2021
Q2 | $6K | Buy |
38
+30
| +375% | +$4.74K | ﹤0.01% | 750 |
|
|
2021
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 942 |
|
|
2020
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 956 |
|
|
2020
Q2 | – | Sell |
-13
| Closed | -$1K | – | 874 |
|
|
2020
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 776 |
|
|
2019
Q1 | – | Sell |
-49
| Closed | -$3K | – | 751 |
|
|
2018
Q4 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 623 |
|