YWP
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YorkBridge Wealth Partners’s Capital One COF Stock Holding History

YorkBridge Wealth Partners’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$6.91K 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% -$7.03K 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% -$3.21K 0.02% 391
2016
Q4 		$45K Buy
+530
New +$42.7K 0.03% 367

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