Covestor’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3K | Sell |
192
-9
| -4% | -$141 | ﹤0.01% | 1800 |
|
2025
Q1 | $3K | Sell |
201
-110
| -35% | -$1.64K | ﹤0.01% | 1797 |
|
2024
Q4 | $4K | Buy |
311
+182
| +141% | +$2.34K | ﹤0.01% | 1766 |
|
2024
Q3 | $2K | Buy |
129
+9
| +8% | +$140 | ﹤0.01% | 1843 |
|
2024
Q2 | $1K | Buy |
120
+39
| +48% | +$325 | ﹤0.01% | 2088 |
|
2024
Q1 | $1K | Buy |
+81
| New | +$1K | ﹤0.01% | 2069 |
|