Valley Wealth Managers’s Capital One COF Stock Holding History

Valley Wealth Managers’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$15.2K	Hold
2024 Q4	$15.2K	Hold
2024 Q3	$12.7K	Buy
2019 Q4	–	Sell
2019 Q3	$337K	Sell
2019 Q2	$477K	Sell
2019 Q1	$524K	Buy
2018 Q4	$303K	Buy