Clearstead 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 | $5.22K | Buy |
+188
| New | +$5.22K | ﹤0.01% | 2094 |
|
|
2025
Q1 | – | Sell |
-118
| Closed | -$3.14K | – | 2322 |
|
|
2024
Q4 | $3.14K | Buy |
+118
| New | +$3.14K | ﹤0.01% | 1779 |
|
|
2024
Q3 | – | Sell |
-181
| Closed | -$3.39K | – | 2124 |
|
|
2024
Q2 | $3.39K | Buy |
+181
| New | +$3.39K | ﹤0.01% | 1750 |
|