Brown, Lisle/Cummings’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 | $244K | Hold |
8,800
| – | – | 0.07% | 196 |
|
|
2025
Q1 | $228K | Hold |
8,800
| – | – | 0.07% | 192 |
|
|
2024
Q4 | $234K | Hold |
8,800
| – | – | 0.07% | 195 |
|
|
2024
Q3 | $292K | Hold |
8,800
| – | – | 0.09% | 178 |
|
|
2024
Q2 | $165K | Buy |
8,800
+900
| +11% | +$16.8K | 0.05% | 219 |
|
|
2024
Q1 | $168K | Buy |
7,900
+900
| +13% | +$19.1K | 0.06% | 208 |
|
|
2023
Q4 | $145K | Buy |
+7,000
| New | +$145K | 0.05% | 212 |
|