CAPTRUST 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,479
| Closed | -$238K | – | 2756 |
|
|
2023
Q3 | $238K | Buy |
12,479
+1,774
| +17% | +$33.8K | ﹤0.01% | 2173 |
|
|
2023
Q2 | $248K | Buy |
+10,705
| New | +$248K | ﹤0.01% | 2115 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$40K | – | 4125 |
|
|
2022
Q2 | $40K | Hold |
2,000
| – | – | ﹤0.01% | 2930 |
|
|
2022
Q1 | $54K | Hold |
2,000
| – | – | ﹤0.01% | 2736 |
|
|
2021
Q4 | $63K | Sell |
2,000
-400
| -17% | -$12.6K | ﹤0.01% | 2503 |
|
|
2021
Q3 | $99K | Buy |
+2,400
| New | +$99K | ﹤0.01% | 2091 |
|