Covestor’s Information Services Group III Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-43
Closed 2471
2024
Q1
$0 Sell
43
-90
-68% ﹤0.01% 2472
2023
Q4
$1K Sell
133
-22
-14% -$165 ﹤0.01% 1983
2023
Q3
$1K Sell
155
-34
-18% -$219 ﹤0.01% 1945
2023
Q2
$1K Sell
189
-286
-60% -$1.51K ﹤0.01% 1958
2023
Q1
$2K Buy
475
+154
+48% +$648 ﹤0.01% 1760
2022
Q4
$1K Buy
321
+306
+2,040% +$953 ﹤0.01% 1884
2022
Q3
$0 Buy
+15
New ﹤0.01% 2268