WealthPLAN Partners’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-84
| Closed | -$9.19K | – | 458 |
|
|
2023
Q2 | $9.19K | Buy |
84
+54
| +180% | +$5.91K | ﹤0.01% | 806 |
|
|
2023
Q1 | $2.89K | Buy |
+30
| New | +$2.89K | ﹤0.01% | 1087 |
|
|
2016
Q3 | $108K | Sell |
1,487
-1,836
| -55% | -$134K | 0.04% | 226 |
|
|
2016
Q2 | $94.4K | Buy |
+3,323
| New | +$94.4K | 0.01% | 628 |
|
|
2015
Q4 | $29.4K | Buy |
+1,875
| New | +$29.4K | ﹤0.01% | 772 |
|
|
2015
Q2 | $26K | Hold |
300
| – | – | 0.01% | 232 |
|
|
2015
Q1 | $24K | Buy |
+300
| New | +$24K | 0.01% | 305 |
|