Covestor’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
78
| – | – | ﹤0.01% | 1964 |
|
|
2025
Q1 | $1K | Sell |
78
-20
| -20% | -$256 | ﹤0.01% | 1948 |
|
|
2024
Q4 | $2K | Buy |
98
+30
| +44% | +$612 | ﹤0.01% | 1860 |
|
|
2024
Q3 | $1K | Buy |
68
+5
| +8% | +$74 | ﹤0.01% | 1938 |
|
|
2024
Q2 | $1K | Buy |
63
+13
| +26% | +$206 | ﹤0.01% | 1971 |
|
|
2024
Q1 | $1K | Sell |
50
-35
| -41% | -$700 | ﹤0.01% | 1944 |
|
|
2023
Q4 | $2K | Sell |
85
-23
| -21% | -$541 | ﹤0.01% | 1839 |
|
|
2023
Q3 | $2K | Sell |
108
-40
| -27% | -$741 | ﹤0.01% | 1801 |
|
|
2023
Q2 | $3K | Sell |
148
-150
| -50% | -$3.04K | ﹤0.01% | 1753 |
|
|
2023
Q1 | $5K | Sell |
298
-6
| -2% | -$101 | ﹤0.01% | 1554 |
|
|
2022
Q4 | $5K | Buy |
304
+86
| +39% | +$1.41K | ﹤0.01% | 1558 |
|
|
2022
Q3 | $4K | Buy |
218
+201
| +1,182% | +$3.69K | ﹤0.01% | 1539 |
|
|
2022
Q2 | $0 | Sell |
17
-5
| -23% | – | ﹤0.01% | 1995 |
|
|
2022
Q1 | $1K | Sell |
22
-4
| -15% | -$182 | ﹤0.01% | 1766 |
|
|
2021
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1713 |
|