AWM
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AE Wealth Management’s Clear Secure YOU Stock Holding History

AE Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-23,669
Closed -$470K – 2032
2023
Q4 		$470K Buy
23,669
+373
+2% +$7.41K ﹤0.01% 1465
2023
Q3 		$444K Buy
+23,296
New +$444K ﹤0.01% 1441