Commonwealth Equity Services’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 | $512K | Sell |
18,453
-1,700
| -8% | -$47.2K | ﹤0.01% | 3121 |
|
|
2025
Q1 | $522K | Buy |
20,153
+1,416
| +8% | +$36.7K | ﹤0.01% | 2987 |
|
|
2024
Q4 | $499K | Buy |
18,737
+612
| +3% | +$16.3K | ﹤0.01% | 2947 |
|
|
2024
Q3 | $601K | Sell |
18,125
-2,632
| -13% | -$87.3K | ﹤0.01% | 2748 |
|
|
2024
Q2 | $388K | Sell |
20,757
-119
| -0.6% | -$2.22K | ﹤0.01% | 3065 |
|
|
2024
Q1 | $444K | Sell |
20,876
-1,769
| -8% | -$37.6K | ﹤0.01% | 2922 |
|
|
2023
Q4 | $468K | Sell |
22,645
-5,126
| -18% | -$106K | ﹤0.01% | 2771 |
|
|
2023
Q3 | $529K | Sell |
27,771
-1,885
| -6% | -$35.9K | ﹤0.01% | 2545 |
|
|
2023
Q2 | $687K | Buy |
29,656
+1,805
| +6% | +$41.8K | ﹤0.01% | 2373 |
|
|
2023
Q1 | $728 | Buy |
27,851
+4,570
| +20% | +$119 | ﹤0.01% | 2261 |
|
|
2022
Q4 | $638K | Sell |
23,281
-4,006
| -15% | -$110K | ﹤0.01% | 2276 |
|
|
2022
Q3 | $623K | Sell |
27,287
-1,600
| -6% | -$36.5K | ﹤0.01% | 2236 |
|
|
2022
Q2 | $577K | Hold |
28,887
| – | – | ﹤0.01% | 2309 |
|
|
2022
Q1 | $776K | Buy |
28,887
+358
| +1% | +$9.62K | ﹤0.01% | 2178 |
|
|
2021
Q4 | $894K | Buy |
28,529
+1,768
| +7% | +$55.4K | ﹤0.01% | 2073 |
|
|
2021
Q3 | $1.1M | Buy |
+26,761
| New | +$1.1M | ﹤0.01% | 1852 |
|