Baltimore-Washington Financial 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
$278K Hold
10,000
0.01% 146
2025
Q1
$259K Hold
10,000
0.01% 133
2024
Q4
$266K Buy
+10,000
New +$266K 0.01% 129