McClarren Financial Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-252
| Closed | -$33K | – | 358 |
|
|
2023
Q4 | $33K | Buy |
252
+2
| +0.8% | +$262 | 0.03% | 191 |
|
|
2023
Q3 | $24K | Buy |
250
+1
| +0.4% | +$96 | 0.02% | 198 |
|
|
2023
Q2 | $27K | Buy |
249
+2
| +0.8% | +$217 | 0.02% | 198 |
|
|
2023
Q1 | $23K | Buy |
247
+1
| +0.4% | +$93 | 0.02% | 196 |
|
|
2022
Q4 | $22K | Buy |
246
+1
| +0.4% | +$89 | 0.02% | 204 |
|
|
2022
Q3 | $22K | Buy |
+245
| New | +$22K | 0.02% | 188 |
|
|
2022
Q2 | – | Sell |
-242
| Closed | -$31K | – | 71 |
|
|
2022
Q1 | $31K | Hold |
242
| – | – | 0.02% | 150 |
|
|
2021
Q4 | $36K | Buy |
242
+2
| +0.8% | +$298 | 0.02% | 158 |
|
|
2021
Q3 | $38K | Buy |
240
+1
| +0.4% | +$158 | 0.03% | 134 |
|
|
2021
Q2 | $36K | Buy |
+239
| New | +$36K | 0.03% | 140 |
|