Covestor’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
2,238
-241
| -10% | -$16.4K | 0.09% | 314 |
|
|
2025
Q1 | $135K | Sell |
2,479
-51
| -2% | -$2.78K | 0.09% | 309 |
|
|
2024
Q4 | $215K | Sell |
2,530
-172
| -6% | -$14.6K | 0.13% | 148 |
|
|
2024
Q3 | $181K | Buy |
2,702
+626
| +30% | +$41.9K | 0.11% | 217 |
|
|
2024
Q2 | $134K | Buy |
2,076
+1,786
| +616% | +$115K | 0.09% | 324 |
|
|
2024
Q1 | $25K | Sell |
290
-1
| -0.3% | -$86 | 0.02% | 1145 |
|
|
2023
Q4 | $23K | Buy |
291
+88
| +43% | +$6.96K | 0.02% | 1150 |
|
|
2023
Q3 | $9K | Sell |
203
-1
| -0.5% | -$44 | 0.01% | 1516 |
|
|
2023
Q2 | $14K | Sell |
204
-1
| -0.5% | -$69 | 0.01% | 1307 |
|
|
2023
Q1 | $14K | Sell |
205
-23
| -10% | -$1.57K | 0.01% | 1167 |
|
|
2022
Q4 | $14K | Sell |
228
-13
| -5% | -$798 | 0.01% | 1179 |
|
|
2022
Q3 | $13K | Buy |
241
+34
| +16% | +$1.83K | 0.01% | 1170 |
|
|
2022
Q2 | $13K | Sell |
207
-353
| -63% | -$22.2K | 0.01% | 1123 |
|
|
2022
Q1 | $76K | Buy |
560
+42
| +8% | +$5.7K | 0.05% | 659 |
|
|
2021
Q4 | $84K | Buy |
+518
| New | +$84K | 0.12% | 242 |
|