Belmont Capital’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,500
| Closed | -$421K | – | 207 |
|
|
2024
Q2 | $421K | Hold |
22,500
| – | – | 0.08% | 83 |
|
|
2024
Q1 | $479K | Hold |
22,500
| – | – | 0.13% | 59 |
|
|
2023
Q4 | $465K | Hold |
22,500
| – | – | 0.2% | 50 |
|
|
2023
Q3 | $428K | Sell |
22,500
-37,906
| -63% | -$722K | 0.23% | 41 |
|
|
2023
Q2 | $1.4M | Buy |
60,406
+1,000
| +2% | +$23.2K | 0.79% | 20 |
|
|
2023
Q1 | $1.55M | Hold |
59,406
| – | – | 1.29% | 11 |
|
|
2022
Q4 | $1.63M | Hold |
59,406
| – | – | 1.74% | 9 |
|
|
2022
Q3 | $1.36M | Buy |
+59,406
| New | +$1.36M | 1.6% | 9 |
|