Avantax Advisory Services’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 | $412K | Sell |
14,838
-291
| -2% | -$8.08K | ﹤0.01% | 1702 |
|
|
2025
Q1 | $392K | Buy |
15,129
+4,317
| +40% | +$112K | ﹤0.01% | 1671 |
|
|
2024
Q4 | $288K | Buy |
+10,812
| New | +$288K | ﹤0.01% | 1805 |
|
|
2024
Q1 | – | Sell |
-33,884
| Closed | -$700K | – | 1733 |
|
|
2023
Q4 | $700K | Buy |
33,884
+6,260
| +23% | +$129K | 0.01% | 853 |
|
|
2023
Q3 | $526K | Buy |
+27,624
| New | +$526K | 0.01% | 927 |
|