Wealthcare Advisory Partners’s Capital One COF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $392K | Buy |
1,843
+505
| +38% | +$107K | 0.01% | 711 |
|
2025
Q1 | $240K | Buy |
1,338
+35
| +3% | +$6.28K | 0.01% | 818 |
|
2024
Q4 | $232K | Buy |
+1,303
| New | +$232K | 0.01% | 798 |
|
2023
Q2 | – | Sell |
-2,137
| Closed | -$206K | – | 727 |
|
2023
Q1 | $206K | Buy |
+2,137
| New | +$206K | 0.01% | 682 |
|
2021
Q2 | – | Sell |
-488
| Closed | -$62K | – | 794 |
|
2021
Q1 | $62K | Buy |
+488
| New | +$62K | ﹤0.01% | 811 |
|
2020
Q2 | – | Sell |
-293
| Closed | -$15K | – | 499 |
|
2020
Q1 | $15K | Buy |
293
+52
| +22% | +$2.66K | ﹤0.01% | 803 |
|
2019
Q4 | $25K | Buy |
+241
| New | +$25K | ﹤0.01% | 698 |
|
2019
Q2 | – | Sell |
-1
| Closed | – | – | 1314 |
|
2019
Q1 | $0 | Sell |
1
-31
| -97% | – | ﹤0.01% | 1218 |
|
2018
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 1061 |
|
2018
Q3 | $3K | Sell |
32
-111
| -78% | -$10.4K | ﹤0.01% | 1063 |
|
2018
Q2 | $13K | Sell |
143
-29
| -17% | -$2.64K | ﹤0.01% | 761 |
|
2018
Q1 | $16K | Hold |
172
| – | – | ﹤0.01% | 635 |
|
2017
Q4 | $17K | Buy |
172
+160
| +1,333% | +$15.8K | ﹤0.01% | 567 |
|
2017
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 802 |
|