Cambridge Investment Research 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
$901K Sell
32,468
-1,516
-4% -$42.1K ﹤0.01% 2036
2025
Q1
$881K Sell
33,984
-3,844
-10% -$99.7K ﹤0.01% 1962
2024
Q4
$1.01M Buy
+37,828
New +$1.01M ﹤0.01% 1869
2022
Q2
Sell
-7,784
Closed -$209K 3229
2022
Q1
$209K Buy
+7,784
New +$209K ﹤0.01% 2832