Creative Planning’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 |
-9,999
| Closed | -$266K | – | 3720 |
|
|
2024
Q4 | $266K | Buy |
+9,999
| New | +$266K | ﹤0.01% | 2753 |
|
|
2023
Q2 | – | Sell |
-16,932
| Closed | -$443K | – | 2718 |
|
|
2023
Q1 | $443K | Buy |
16,932
+4,500
| +36% | +$118K | ﹤0.01% | 1542 |
|
|
2022
Q4 | $341K | Buy |
+12,432
| New | +$341K | ﹤0.01% | 1635 |
|