MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-97
| Closed | -$9.05K | – | 197 |
|
|
2022
Q4 | $9.05K | Buy |
+97
| New | +$9.05K | ﹤0.01% | 422 |
|
|
2019
Q1 | – | Sell |
-15,155
| Closed | -$1.28M | – | 61 |
|
|
2018
Q4 | $1.28M | Buy |
15,155
+15,065
| +16,739% | +$1.28M | 0.88% | 44 |
|
|
2018
Q3 | $8K | Hold |
90
| – | – | 0.01% | 332 |
|
|
2018
Q2 | $8K | Sell |
90
-32
| -26% | -$2.84K | 0.01% | 331 |
|
|
2018
Q1 | $11K | Buy |
122
+33
| +37% | +$2.98K | 0.01% | 290 |
|
|
2017
Q4 | $8K | Hold |
89
| – | – | 0.01% | 323 |
|
|
2017
Q3 | $7K | Buy |
89
+1
| +1% | +$79 | 0.01% | 318 |
|
|
2017
Q2 | $7K | Hold |
88
| – | – | 0.01% | 312 |
|
|
2017
Q1 | $7K | Hold |
88
| – | – | 0.01% | 313 |
|
|
2016
Q4 | $7K | Buy |
88
+1
| +1% | +$80 | 0.01% | 308 |
|
|
2016
Q3 | $6K | Hold |
87
| – | – | 0.01% | 323 |
|
|
2016
Q2 | $5K | Buy |
87
+1
| +1% | +$57 | ﹤0.01% | 321 |
|
|
2016
Q1 | $6K | Sell |
86
-27
| -24% | -$1.88K | 0.01% | 298 |
|
|
2015
Q4 | $9K | Buy |
+113
| New | +$9K | 0.01% | 241 |
|