TFO Wealth Partners’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$149 | – | 206 |
|
|
2024
Q1 | $149 | Hold |
1
| – | – | ﹤0.01% | 563 |
|
|
2023
Q4 | $131 | Sell |
1
-2
| -67% | -$262 | ﹤0.01% | 748 |
|
|
2023
Q3 | $328 | Buy |
3
+2
| +200% | +$219 | ﹤0.01% | 617 |
|
|
2023
Q2 | $109 | Hold |
1
| – | – | ﹤0.01% | 646 |
|
|
2023
Q1 | $96 | Sell |
1
-3
| -75% | -$288 | ﹤0.01% | 654 |
|
|
2022
Q4 | $83 | Buy |
+4
| New | +$83 | ﹤0.01% | 807 |
|
|
2022
Q3 | – | Sell |
-33
| Closed | -$3K | – | 206 |
|
|
2022
Q2 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 257 |
|