Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Buy |
55
+32
| +139% | +$6.81K | ﹤0.01% | 308 |
|
|
2025
Q1 | $4.12K | Hold |
23
| – | – | ﹤0.01% | 410 |
|
|
2024
Q4 | $4.1K | Buy |
+23
| New | +$4.1K | ﹤0.01% | 422 |
|
|
2023
Q4 | – | Sell |
-51
| Closed | -$4.95K | – | 476 |
|
|
2023
Q3 | $4.95K | Buy |
+51
| New | +$4.95K | ﹤0.01% | 396 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$8K | – | 397 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | 0.01% | 270 |
|
|
2018
Q3 | $9K | Hold |
100
| – | – | 0.01% | 288 |
|
|
2018
Q2 | $9K | Hold |
100
| – | – | 0.01% | 282 |
|
|
2018
Q1 | $10K | Hold |
100
| – | – | 0.01% | 269 |
|
|
2017
Q4 | $10K | Buy |
100
+30
| +43% | +$3K | 0.01% | 261 |
|
|
2017
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 309 |
|
|
2017
Q2 | $6K | Hold |
70
| – | – | ﹤0.01% | 310 |
|
|
2017
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 286 |
|
|
2016
Q4 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 289 |
|