Cornercap Investment Counsel’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,359
| Closed | -$329K | – | 456 |
|
|
2024
Q4 | $329K | Hold |
12,359
| – | – | 0.11% | 330 |
|
|
2024
Q3 | $410K | Sell |
12,359
-13,643
| -52% | -$452K | 0.12% | 293 |
|
|
2024
Q2 | $486K | Sell |
26,002
-203
| -0.8% | -$3.8K | 0.08% | 468 |
|
|
2024
Q1 | $557K | Buy |
26,205
+350
| +1% | +$7.45K | 0.09% | 391 |
|
|
2023
Q4 | $534K | Buy |
25,855
+700
| +3% | +$14.5K | 0.09% | 403 |
|
|
2023
Q3 | $479K | Buy |
+25,155
| New | +$479K | 0.09% | 407 |
|