Axxcess Wealth 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	-42,389	Closed	-$1.4M	–	947
2024 Q3	$1.4M	Buy	+42,389	New	+$1.4M	0.03%	324