CRWM
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Castle Rock Wealth Management’s Clear Secure YOU Stock Holding History

Castle Rock Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$430K Sell
14,370
-1,608
-10% -$48.1K 0.1% 168
2025
Q1 		$404K Buy
+15,978
New +$404K 0.11% 160