WFG Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7K | Hold |
87
| – | – | ﹤0.01% | 1210 |
|
|
2017
Q1 | $8K | Hold |
87
| – | – | ﹤0.01% | 1118 |
|
|
2016
Q4 | $8K | Sell |
87
-454
| -84% | -$41.7K | ﹤0.01% | 1155 |
|
|
2016
Q3 | $39K | Sell |
541
-4
| -0.7% | -$288 | 0.01% | 761 |
|
|
2016
Q2 | $35K | Hold |
545
| – | – | 0.01% | 786 |
|
|
2016
Q1 | $38K | Buy |
545
+106
| +24% | +$7.39K | 0.01% | 738 |
|
|
2015
Q4 | $32K | Buy |
439
+75
| +21% | +$5.47K | 0.01% | 774 |
|
|
2015
Q3 | $26K | Buy |
364
+100
| +38% | +$7.14K | 0.01% | 817 |
|
|
2015
Q2 | $23K | Buy |
264
+100
| +61% | +$8.71K | 0.01% | 934 |
|
|
2015
Q1 | $13K | Sell |
164
-1,366
| -89% | -$108K | ﹤0.01% | 1117 |
|
|
2014
Q4 | $126K | Buy |
1,530
+141
| +10% | +$11.6K | 0.03% | 570 |
|
|
2014
Q3 | $113K | Buy |
1,389
+1
| +0.1% | +$81 | 0.02% | 621 |
|
|
2014
Q2 | $115K | Buy |
1,388
+201
| +17% | +$16.7K | 0.02% | 607 |
|
|
2014
Q1 | $92K | Sell |
1,187
-749
| -39% | -$58.1K | 0.02% | 661 |
|
|
2013
Q4 | $148K | Buy |
1,936
+1,046
| +118% | +$80K | 0.02% | 603 |
|
|
2013
Q3 | $61K | Buy |
890
+211
| +31% | +$14.5K | 0.01% | 847 |
|
|
2013
Q2 | $43K | Buy |
+679
| New | +$43K | 0.01% | 939 |
|