Lyell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,778
| Closed | -$363K | – | 189 |
|
|
2023
Q1 | $363K | Buy |
3,778
+1
| +0% | +$96 | 0.05% | 155 |
|
|
2022
Q4 | $351K | Sell |
3,777
-10
| -0.3% | -$930 | 0.06% | 155 |
|
|
2022
Q3 | $349K | Sell |
3,787
-43
| -1% | -$3.96K | 0.06% | 152 |
|
|
2022
Q2 | $399K | Buy |
3,830
+28
| +0.7% | +$2.92K | 0.07% | 145 |
|
|
2022
Q1 | $499K | Buy |
+3,802
| New | +$499K | 0.06% | 137 |
|