Westover Capital Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,989
| Closed | -$1.33M | – | 118 |
|
|
2018
Q3 | $1.33M | Buy |
+13,989
| New | +$1.33M | 0.67% | 51 |
|
|
2016
Q2 | – | Sell |
-7,601
| Closed | -$527K | – | 82 |
|
|
2016
Q1 | $527K | Sell |
7,601
-423
| -5% | -$29.3K | 0.44% | 63 |
|
|
2015
Q4 | $579K | Sell |
8,024
-1,010
| -11% | -$72.9K | 0.48% | 53 |
|
|
2015
Q3 | $655K | Hold |
9,034
| – | – | 0.56% | 50 |
|
|
2015
Q2 | $795K | Buy |
+9,034
| New | +$795K | 0.63% | 48 |
|