Wealthfront’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.13M | Buy |
22,456
+4,005
| +22% | +$380K | 0.02% | 119 |
|
|
2018
Q2 | $1.7M | Sell |
18,451
-5,699
| -24% | -$524K | 0.02% | 147 |
|
|
2018
Q1 | $2.31M | Buy |
24,150
+2,752
| +13% | +$264K | 0.02% | 116 |
|
|
2017
Q4 | $2.13M | Buy |
21,398
+2,654
| +14% | +$264K | 0.02% | 116 |
|
|
2017
Q3 | $1.59M | Buy |
18,744
+3,320
| +22% | +$281K | 0.02% | 132 |
|
|
2017
Q2 | $1.27M | Buy |
15,424
+3,105
| +25% | +$256K | 0.02% | 126 |
|
|
2017
Q1 | $1.07M | Buy |
12,319
+857
| +7% | +$74.3K | 0.02% | 134 |
|
|
2016
Q4 | $1M | Buy |
11,462
+3,617
| +46% | +$316K | 0.02% | 116 |
|
|
2016
Q3 | $564K | Buy |
7,845
+2,319
| +42% | +$167K | 0.01% | 166 |
|
|
2016
Q2 | $351K | Sell |
5,526
-5,908
| -52% | -$375K | 0.01% | 231 |
|
|
2016
Q1 | $792K | Buy |
11,434
+4,000
| +54% | +$277K | 0.03% | 101 |
|
|
2015
Q4 | $537K | Buy |
7,434
+1,859
| +33% | +$134K | 0.02% | 136 |
|
|
2015
Q3 | $404K | Buy |
5,575
+716
| +15% | +$51.9K | 0.02% | 158 |
|
|
2015
Q2 | $427K | Buy |
4,859
+1,836
| +61% | +$161K | 0.02% | 129 |
|
|
2015
Q1 | $238K | Sell |
3,023
-1,740
| -37% | -$137K | 0.01% | 209 |
|
|
2014
Q4 | $393K | Buy |
4,763
+1,405
| +42% | +$116K | 0.02% | 88 |
|
|
2014
Q3 | $274K | Buy |
3,358
+464
| +16% | +$37.9K | 0.02% | 107 |
|
|
2014
Q2 | $246K | Buy |
2,894
+1,776
| +159% | +$151K | 0.02% | 84 |
|
|
2014
Q1 | $86K | Buy |
+1,118
| New | +$86K | 0.01% | 156 |
|