AAS
YOU icon

Annex Advisory Services’s Clear Secure YOU Stock Holding History

Annex Advisory Services’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
Q4 		– Sell
-30,243
Closed -$1M – 324
2024
Q3 		$1M Buy
+30,243
New +$1M 0.03% 144