Arkadios Wealth Advisors’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 | $1.23M | Buy |
44,322
+4,528
| +11% | +$126K | 0.04% | 486 |
|
|
2025
Q1 | $1.03M | Buy |
39,794
+26,052
| +190% | +$675K | 0.04% | 448 |
|
|
2024
Q4 | $366K | Buy |
13,742
+1,848
| +16% | +$49.2K | 0.02% | 656 |
|
|
2024
Q3 | $394K | Sell |
11,894
-532
| -4% | -$17.6K | 0.02% | 630 |
|
|
2024
Q2 | $232K | Buy |
+12,426
| New | +$232K | 0.02% | 717 |
|