PBMares Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $468K | Hold |
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|
2023
Q2 | $527K | Hold |
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|
2023
Q1 | $463K | Hold |
|
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|
2022
Q4 | $448K | Hold |
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|
2022
Q3 | $444K | Sell |
|
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|
2022
Q2 | $513K | Hold |
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|
2022
Q1 | $646K | Hold |
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|
2021
Q4 | $714K | Hold |
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|
2021
Q3 | $797K | Hold |
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|
2021
Q2 | $761K | Hold |
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|
2021
Q1 | $626K | Sell |
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|
2020
Q4 | $699K | Hold |
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|
2020
Q3 | $508K | Hold |
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|
2020
Q2 | $442K | Hold |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $506K | Buy |
|