Covestor’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $124K | Sell |
|
|||||
|
2025
Q2 | $152K | Sell |
|
|||||
|
2025
Q1 | $135K | Sell |
|
|||||
|
2024
Q4 | $215K | Sell |
|
|||||
|
2024
Q3 | $181K | Buy |
|
|||||
|
2024
Q2 | $134K | Buy |
|
|||||
|
2024
Q1 | $25K | Sell |
|
|||||
|
2023
Q4 | $23K | Buy |
|
|||||
|
2023
Q3 | $9K | Sell |
|
|||||
|
2023
Q2 | $14K | Sell |
|
|||||
|
2023
Q1 | $14K | Sell |
|
|||||
|
2022
Q4 | $14K | Sell |
|
|||||
|
2022
Q3 | $13K | Buy |
|
|||||
|
2022
Q2 | $13K | Sell |
|
|||||
|
2022
Q1 | $76K | Buy |
|
|||||
|
2021
Q4 | $84K | Buy |
|