Covestor’s PDF Solutions PDFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$0 Sell
18
-1
-5% ﹤0.01% 2618
2025
Q1
$0 Buy
19
+7
+58% ﹤0.01% 2601
2024
Q4
$0 Sell
12
-7
-37% ﹤0.01% 2613
2024
Q3
$1K Sell
19
-20
-51% -$1.05K ﹤0.01% 2063
2024
Q2
$1K Sell
39
-2
-5% -$51 ﹤0.01% 2087
2024
Q1
$1K Buy
41
+29
+242% +$707 ﹤0.01% 2068
2023
Q4
$0 Buy
12
+2
+20% ﹤0.01% 2585
2023
Q3
$0 Hold
10
﹤0.01% 2573
2023
Q2
$0 Sell
10
-5
-33% ﹤0.01% 2525
2023
Q1
$1K Buy
15
+4
+36% +$267 ﹤0.01% 1885
2022
Q4
$0 Buy
11
+4
+57% ﹤0.01% 2475
2022
Q3
$0 Buy
+7
New ﹤0.01% 2426
2022
Q2
Sell
-10
Closed 2238
2022
Q1
$0 Buy
+10
New ﹤0.01% 2374