Asset Management One’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,254
| Closed | -$644K | – | 998 |
|
|
2024
Q1 | $644K | Sell |
30,254
-21,523
| -42% | -$458K | ﹤0.01% | 843 |
|
|
2023
Q4 | $1.08M | Buy |
+51,777
| New | +$1.08M | ﹤0.01% | 809 |
|
|
2023
Q2 | – | Sell |
-8,288
| Closed | -$217K | – | 1039 |
|
|
2023
Q1 | $217K | Buy |
+8,288
| New | +$217K | ﹤0.01% | 911 |
|