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Colonial Trust’s Clear Secure YOU Stock Holding History

Colonial Trust’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 		$23.2K Sell
835
-186
-18% -$5.17K ﹤0.01% 648
2025
Q1 		$26.5K Sell
1,021
-161
-14% -$4.17K ﹤0.01% 641
2024
Q4 		$31.5K Sell
1,182
-587
-33% -$15.6K ﹤0.01% 681
2024
Q3 		$58.6K Buy
+1,769
New +$58.6K 0.01% 530