Covestor’s MediaAlpha MAX Stock Holding History

Covestor’s Portfolio MAX Stock Details MAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$31K	Sell
2025 Q2	$30K	Buy
2025 Q1	$24K	Sell
2024 Q4	$31K	Buy
2024 Q3	$35K	Sell
2024 Q2	$27K	Buy
2022 Q1	–	Hold
2021 Q4	–	Hold