CPG
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Cornerstone Planning Group’s Clear Secure YOU Stock Holding History

Cornerstone Planning Group’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 		– Sell
-186
Closed -$4.79K – 1705
2025
Q1 		$4.79K Buy
+186
New +$4.79K ﹤0.01% 746