WR Wealth Planners’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $36.7K | Buy |
206
+39
| +23% | +$6.95K | 0.01% | 355 |
|
|
2024
Q3 | $25K | Buy |
167
+56
| +50% | +$8.39K | 0.01% | 444 |
|
|
2024
Q2 | $15.4K | Buy |
111
+41
| +59% | +$5.68K | ﹤0.01% | 497 |
|
|
2024
Q1 | $10.4K | Buy |
+70
| New | +$10.4K | ﹤0.01% | 589 |
|
|
2023
Q4 | – | Sell |
-80
| Closed | -$7.76K | – | 309 |
|
|
2023
Q3 | $7.76K | Hold |
80
| – | – | ﹤0.01% | 615 |
|
|
2023
Q2 | $8.75K | Buy |
+80
| New | +$8.75K | ﹤0.01% | 600 |
|