YorkBridge Wealth Partners’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-346
| Closed | -$26K | – | 753 |
|
|
2018
Q4 | $26K | Hold |
346
| – | – | 0.01% | 402 |
|
|
2018
Q3 | $33K | Sell |
346
-71
| -17% | -$6.77K | 0.02% | 407 |
|
|
2018
Q2 | $38K | Hold |
417
| – | – | 0.02% | 392 |
|
|
2018
Q1 | $40K | Hold |
417
| – | – | 0.02% | 390 |
|
|
2017
Q4 | $40K | Sell |
417
-77
| -16% | -$7.39K | 0.02% | 394 |
|
|
2017
Q3 | $42K | Hold |
494
| – | – | 0.02% | 396 |
|
|
2017
Q2 | $41K | Hold |
494
| – | – | 0.02% | 392 |
|
|
2017
Q1 | $41K | Sell |
494
-36
| -7% | -$2.99K | 0.02% | 391 |
|
|
2016
Q4 | $45K | Buy |
+530
| New | +$45K | 0.03% | 367 |
|