Alpha DNA Investment Management’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-14,481
| Closed | -$480K | – | 261 |
|
2024
Q3 | $480K | Sell |
14,481
-12,754
| -47% | -$423K | 0.18% | 118 |
|
2024
Q2 | $510K | Buy |
27,235
+4,270
| +19% | +$79.9K | 0.2% | 96 |
|
2024
Q1 | $488K | Sell |
22,965
-1,194
| -5% | -$25.4K | 0.18% | 156 |
|
2023
Q4 | $499K | Sell |
24,159
-1,194
| -5% | -$24.7K | 0.19% | 125 |
|
2023
Q3 | $483K | Buy |
+25,353
| New | +$483K | 0.2% | 141 |
|