Covestor’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30K | Buy |
2,700
+98
| +4% | +$1.09K | 0.02% | 1099 |
|
2025
Q1 | $24K | Sell |
2,602
-164
| -6% | -$1.51K | 0.02% | 1134 |
|
2024
Q4 | $31K | Buy |
2,766
+847
| +44% | +$9.49K | 0.02% | 1023 |
|
2024
Q3 | $35K | Sell |
1,919
-115
| -6% | -$2.1K | 0.02% | 1002 |
|
2024
Q2 | $27K | Buy |
+2,034
| New | +$27K | 0.02% | 1082 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 2315 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 2253 |
|