Commonwealth Equity Services’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Sell |
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|
2025
Q2 | $512K | Sell |
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|
2025
Q1 | $522K | Buy |
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|
2024
Q4 | $499K | Buy |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $728 | Buy |
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|
2022
Q4 | $638K | Sell |
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|
2022
Q3 | $623K | Sell |
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|
2022
Q2 | $577K | Hold |
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|
2022
Q1 | $776K | Buy |
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|
2021
Q4 | $894K | Buy |
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|
2021
Q3 | $1.1M | Buy |
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