Mark Sheptoff Financial Planning’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-100
| Closed | -$6K | – | 335 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 287 |
|
|
2020
Q1 | $5K | Sell |
100
-100
| -50% | -$5K | ﹤0.01% | 271 |
|
|
2019
Q4 | $21K | Buy |
200
+100
| +100% | +$10.5K | 0.01% | 211 |
|
|
2019
Q3 | $9K | Buy |
+100
| New | +$9K | 0.01% | 280 |
|
|
2016
Q1 | – | Sell |
-16
| Closed | -$1K | – | 360 |
|
|
2015
Q4 | $1K | Sell |
16
-43
| -73% | -$2.69K | ﹤0.01% | 352 |
|
|
2015
Q3 | $4K | Buy |
59
+43
| +269% | +$2.92K | ﹤0.01% | 299 |
|
|
2015
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 351 |
|