Cookson Peirce & Co’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-27,200
| Closed | -$901K | – | 308 |
|
2024
Q3 | $901K | Buy |
27,200
+7,200
| +36% | +$239K | 0.04% | 111 |
|
2024
Q2 | $374K | Buy |
20,000
+5,000
| +33% | +$93.6K | 0.02% | 188 |
|
2024
Q1 | $319K | Buy |
+15,000
| New | +$319K | 0.02% | 192 |
|
2022
Q3 | – | Sell |
-30,233
| Closed | -$605K | – | 217 |
|
2022
Q2 | $605K | Buy |
+30,233
| New | +$605K | 0.04% | 124 |
|