Wealthspire Advisors (Maryland)’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $206K | Buy |
+2,863
| New | +$206K | 0.01% | 451 |
|
|
2020
Q1 | – | Sell |
-2,216
| Closed | -$228K | – | 443 |
|
|
2019
Q4 | $228K | Buy |
+2,216
| New | +$228K | 0.02% | 443 |
|
|
2019
Q2 | – | Sell |
-1,912
| Closed | -$156K | – | 779 |
|
|
2019
Q1 | $156K | Buy |
1,912
+73
| +4% | +$5.96K | 0.01% | 496 |
|
|
2018
Q4 | $139K | Sell |
1,839
-130
| -7% | -$9.83K | 0.01% | 506 |
|
|
2018
Q3 | $187K | Buy |
1,969
+47
| +2% | +$4.46K | 0.02% | 477 |
|
|
2018
Q2 | $177K | Buy |
1,922
+58
| +3% | +$5.34K | 0.02% | 496 |
|
|
2018
Q1 | $179K | Sell |
1,864
-526
| -22% | -$50.5K | 0.02% | 512 |
|
|
2017
Q4 | $238K | Sell |
2,390
-61
| -2% | -$6.07K | 0.02% | 425 |
|
|
2017
Q3 | $207K | Buy |
2,451
+799
| +48% | +$67.5K | 0.02% | 460 |
|
|
2017
Q2 | $137K | Buy |
1,652
+529
| +47% | +$43.9K | 0.02% | 575 |
|
|
2017
Q1 | $97K | Buy |
1,123
+59
| +6% | +$5.1K | 0.01% | 612 |
|
|
2016
Q4 | $93K | Buy |
1,064
+82
| +8% | +$7.17K | 0.01% | 599 |
|
|
2016
Q3 | $71K | Sell |
982
-664
| -40% | -$48K | 0.01% | 677 |
|
|
2016
Q2 | $105K | Buy |
1,646
+1
| +0.1% | +$64 | 0.02% | 524 |
|
|
2016
Q1 | $114K | Sell |
1,645
-469
| -22% | -$32.5K | 0.02% | 494 |
|
|
2015
Q4 | $153K | Buy |
+2,114
| New | +$153K | 0.03% | 429 |
|