TrueWealth LLC’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$27K Hold
2020
Q1
$22K Sell
2019
Q4
$47K Hold
2019
Q3
$41K Sell
2019
Q2
$44K Sell
2019
Q1
$41K Sell
2018
Q4
$39K Sell
2018
Q3
$52K Buy
2018
Q2
$37K Hold
2018
Q1
$38K Buy
2017
Q4
$37K Buy