Algert Global’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
40,160
-21,510
| -35% | -$597K | 0.02% | 786 |
|
|
2025
Q1 | $1.6M | Buy |
+61,670
| New | +$1.6M | 0.04% | 670 |
|
|
2024
Q4 | – | Sell |
-67,699
| Closed | -$2.24M | – | 1362 |
|
|
2024
Q3 | $2.24M | Sell |
67,699
-206,268
| -75% | -$6.84M | 0.06% | 514 |
|
|
2024
Q2 | $5.13M | Buy |
273,967
+161,378
| +143% | +$3.02M | 0.17% | 171 |
|
|
2024
Q1 | $2.4M | Sell |
112,589
-238,933
| -68% | -$5.08M | 0.09% | 355 |
|
|
2023
Q4 | $7.26M | Buy |
351,522
+176,013
| +100% | +$3.63M | 0.29% | 73 |
|
|
2023
Q3 | $3.34M | Buy |
+175,509
| New | +$3.34M | 0.16% | 206 |
|