Peak Financial Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,347
| Closed | -$2.81M | – | 87 |
|
|
2021
Q4 | $2.81M | Buy |
19,347
+3,520
| +22% | +$511K | 2.16% | 16 |
|
|
2021
Q3 | $2.56M | Buy |
15,827
+247
| +2% | +$40K | 2.25% | 13 |
|
|
2021
Q2 | $2.41M | Buy |
15,580
+1,736
| +13% | +$269K | 2.07% | 15 |
|
|
2021
Q1 | $1.76M | Buy |
+13,844
| New | +$1.76M | 1.48% | 23 |
|