Capstone Investment Advisors’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 |
-49,210
| Closed | -$921K | – | 1177 |
|
|
2024
Q2 | $921K | Sell |
49,210
-63,583
| -56% | -$1.19M | ﹤0.01% | 356 |
|
|
2024
Q1 | $2.4M | Buy |
112,793
+70,597
| +167% | +$1.5M | 0.01% | 279 |
|
|
2023
Q4 | $871K | Buy |
+42,196
| New | +$871K | ﹤0.01% | 374 |
|
|
2023
Q3 | – | Sell |
-16,977
| Closed | -$393K | – | 1323 |
|
|
2023
Q2 | $393K | Buy |
+16,977
| New | +$393K | ﹤0.01% | 502 |
|
|
2021
Q3 | – | Sell |
-5,000
| Closed | -$200K | – | 1098 |
|
|
2021
Q2 | $200K | Buy |
+5,000
| New | +$200K | ﹤0.01% | 500 |
|