Measured Wealth Private Client Group’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,340
| Closed | -$485K | – | 154 |
|
|
2019
Q2 | $485K | Sell |
5,340
-2,520
| -32% | -$229K | 0.28% | 66 |
|
|
2019
Q1 | $642K | Buy |
+7,860
| New | +$642K | 0.4% | 48 |
|
|
2018
Q4 | – | Sell |
-4,010
| Closed | -$382K | – | 220 |
|
|
2018
Q3 | $382K | Buy |
4,010
+20
| +0.5% | +$1.91K | 0.23% | 78 |
|
|
2018
Q2 | $366K | Buy |
+3,990
| New | +$366K | 0.3% | 70 |
|