MWM
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MGB Wealth Management’s Capital One COF Stock Holding History

MGB Wealth Management’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$425K Buy
1,996
+250
+14% +$53.2K 0.14% 138
2025
Q1 		$313K Buy
+1,746
New +$313K 0.11% 165