Surience Private Wealth’s Capital One COF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-16,286	Closed	-$1.5M	–	22
2022 Q3	$1.5M	Buy	+16,286	New	+$1.5M	3.86%	10