TrueWealth LLC’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 | $27K | Hold |
428
| – | – | 0.01% | 343 |
|
|
2020
Q1 | $22K | Sell |
428
-26
| -6% | -$1.34K | 0.01% | 344 |
|
|
2019
Q4 | $47K | Hold |
454
| – | – | 0.02% | 279 |
|
|
2019
Q3 | $41K | Sell |
454
-32
| -7% | -$2.89K | 0.02% | 285 |
|
|
2019
Q2 | $44K | Sell |
486
-13
| -3% | -$1.18K | 0.02% | 283 |
|
|
2019
Q1 | $41K | Sell |
499
-19
| -4% | -$1.56K | 0.02% | 282 |
|
|
2018
Q4 | $39K | Sell |
518
-31
| -6% | -$2.33K | 0.02% | 282 |
|
|
2018
Q3 | $52K | Buy |
549
+150
| +38% | +$14.2K | 0.02% | 263 |
|
|
2018
Q2 | $37K | Hold |
399
| – | – | 0.02% | 298 |
|
|
2018
Q1 | $38K | Buy |
399
+32
| +9% | +$3.05K | 0.02% | 285 |
|
|
2017
Q4 | $37K | Buy |
+367
| New | +$37K | 0.02% | 315 |
|