Covestor’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 | $196K | Buy |
7,075
+6,700
| +1,787% | +$186K | 0.12% | 197 |
|
|
2025
Q1 | $10K | Buy |
375
+4
| +1% | +$107 | 0.01% | 1526 |
|
|
2024
Q4 | $10K | Sell |
371
-48
| -11% | -$1.29K | 0.01% | 1568 |
|
|
2024
Q3 | $14K | Sell |
419
-189
| -31% | -$6.32K | 0.01% | 1370 |
|
|
2024
Q2 | $12K | Sell |
608
-18
| -3% | -$355 | 0.01% | 1439 |
|
|
2024
Q1 | $14K | Buy |
626
+122
| +24% | +$2.73K | 0.01% | 1361 |
|
|
2023
Q4 | $10K | Buy |
504
+172
| +52% | +$3.41K | 0.01% | 1609 |
|
|
2023
Q3 | $6K | Buy |
332
+12
| +4% | +$217 | ﹤0.01% | 1702 |
|
|
2023
Q2 | $7K | Buy |
320
+313
| +4,471% | +$6.85K | 0.01% | 1652 |
|
|
2023
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2685 |
|
|
2022
Q4 | $0 | Buy |
7
+1
| +17% | – | ﹤0.01% | 2703 |
|
|
2022
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2696 |
|