WMS
Wealth Management Solutions’s Capital One COF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $382K | Buy |
3,933
+22
| +0.6% | +$2.14K | 0.26% | 52 |
|
|
2023
Q2 | $428K | Buy |
3,911
+23
| +0.6% | +$2.52K | 0.28% | 49 |
|
|
2023
Q1 | $374K | Buy |
3,888
+21
| +0.5% | +$2.02K | 0.22% | 54 |
|
|
2022
Q4 | $359K | Buy |
3,867
+23
| +0.6% | +$2.14K | 0.19% | 63 |
|
|
2022
Q3 | $354K | Buy |
3,844
+21
| +0.5% | +$1.93K | 0.21% | 52 |
|
|
2022
Q2 | $398K | Buy |
3,823
+18
| +0.5% | +$1.87K | 0.22% | 52 |
|
|
2022
Q1 | $500K | Buy |
3,805
+15
| +0.4% | +$1.97K | 0.26% | 53 |
|
|
2021
Q4 | $550K | Buy |
+3,790
| New | +$550K | 0.28% | 55 |
|