Mosaic Family Wealth’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7
| Closed | -$1K | – | 638 |
|
|
2018
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 624 |
|
|
2016
Q3 | – | Sell |
-170
| Closed | -$11K | – | 748 |
|
|
2016
Q2 | $11K | Sell |
170
-22
| -11% | -$1.42K | 0.01% | 515 |
|
|
2016
Q1 | $13K | Buy |
192
+21
| +12% | +$1.42K | 0.01% | 486 |
|
|
2015
Q4 | $12K | Buy |
+171
| New | +$12K | 0.01% | 501 |
|