Covestor’s CoreCard CCRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-253
| Closed | -$6K | – | 2251 |
|
|
2024
Q4 | $6K | Hold |
253
| – | – | ﹤0.01% | 1688 |
|
|
2024
Q3 | $4K | Sell |
253
-307
| -55% | -$4.85K | ﹤0.01% | 1737 |
|
|
2024
Q2 | $8K | Buy |
560
+35
| +7% | +$500 | 0.01% | 1660 |
|
|
2024
Q1 | $6K | Buy |
525
+75
| +17% | +$857 | ﹤0.01% | 1764 |
|
|
2023
Q4 | $6K | Buy |
450
+242
| +116% | +$3.23K | ﹤0.01% | 1746 |
|
|
2023
Q3 | $4K | Buy |
208
+193
| +1,287% | +$3.71K | ﹤0.01% | 1735 |
|
|
2023
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 2160 |
|