Wealthcare Capital Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-139
| Closed | -$18K | – | 188 |
|
2021
Q1 | $18K | Buy |
+139
| New | +$18K | ﹤0.01% | 220 |
|
2020
Q2 | – | Sell |
-59
| Closed | -$3K | – | 85 |
|
2020
Q1 | $3K | Buy |
59
+19
| +48% | +$966 | ﹤0.01% | 204 |
|
2019
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 280 |
|
2018
Q1 | – | Sell |
-24
| Closed | -$2K | – | 208 |
|
2017
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 190 |
|
2015
Q2 | – | Sell |
-430
| Closed | -$34K | – | 483 |
|
2015
Q1 | $34K | Buy |
+430
| New | +$34K | ﹤0.01% | 321 |
|
2014
Q4 | – | Sell |
-121
| Closed | -$10K | – | 208 |
|
2014
Q3 | $10K | Buy |
+121
| New | +$10K | ﹤0.01% | 145 |
|