Squar Milner Financial Services’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,620
| Closed | -$132K | – | 311 |
|
|
2020
Q1 | $132K | Sell |
2,620
-10
| -0.4% | -$504 | 0.08% | 214 |
|
|
2019
Q4 | $270K | Buy |
+2,630
| New | +$270K | 0.13% | 157 |
|
|
2019
Q3 | – | Sell |
-2,328
| Closed | -$211K | – | 316 |
|
|
2019
Q2 | $211K | Sell |
2,328
-326
| -12% | -$29.5K | 0.14% | 155 |
|
|
2019
Q1 | $216K | Hold |
2,654
| – | – | 0.16% | 155 |
|
|
2018
Q4 | $201K | Buy |
2,654
+2,103
| +382% | +$159K | 0.19% | 135 |
|
|
2018
Q3 | $52K | Buy |
551
+97
| +21% | +$9.15K | 0.05% | 295 |
|
|
2018
Q2 | $42K | Buy |
+454
| New | +$42K | 0.04% | 358 |
|