Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200
| Closed | -$25K | – | 507 |
|
|
2021
Q1 | $25K | Hold |
200
| – | – | 0.02% | 177 |
|
|
2020
Q4 | $20K | Hold |
200
| – | – | 0.01% | 183 |
|
|
2020
Q3 | $14K | Hold |
200
| – | – | 0.01% | 180 |
|
|
2020
Q2 | $13K | Hold |
200
| – | – | 0.01% | 215 |
|
|
2020
Q1 | $10K | Hold |
200
| – | – | 0.02% | 152 |
|
|
2019
Q4 | $21K | Hold |
200
| – | – | 0.03% | 117 |
|
|
2019
Q3 | $18K | Buy |
+200
| New | +$18K | 0.02% | 128 |
|
|
2018
Q3 | $19K | Buy |
+200
| New | +$19K | 0.23% | 57 |
|