Meristem Family Wealth’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $354K | Sell |
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|
2021
Q1 | $295K | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Buy |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $217K | Hold |
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|
2018
Q2 | $210K | Buy |
|