Cresset Asset Management’s Clear Secure YOU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
19,443
-4,602
| -19% | -$128K | ﹤0.01% | 1033 |
|
|
2025
Q1 | $623K | Sell |
24,045
-6,775
| -22% | -$176K | ﹤0.01% | 959 |
|
|
2024
Q4 | $821K | Sell |
30,820
-5,900
| -16% | -$157K | ﹤0.01% | 855 |
|
|
2024
Q3 | $1.22M | Sell |
36,720
-8,565
| -19% | -$284K | ﹤0.01% | 1043 |
|
|
2024
Q2 | $847K | Buy |
45,285
+25,233
| +126% | +$472K | ﹤0.01% | 1123 |
|
|
2024
Q1 | $433K | Sell |
20,052
-2,358
| -11% | -$50.9K | ﹤0.01% | 1391 |
|
|
2023
Q4 | $463K | Sell |
22,410
-3,297
| -13% | -$68.1K | ﹤0.01% | 1250 |
|
|
2023
Q3 | $489K | Buy |
25,707
+275
| +1% | +$5.24K | ﹤0.01% | 1157 |
|
|
2023
Q2 | $589K | Buy |
+25,432
| New | +$589K | ﹤0.01% | 1059 |
|
|
2023
Q1 | – | Sell |
-7,501
| Closed | -$206K | – | 874 |
|
|
2022
Q4 | $206K | Buy |
+7,501
| New | +$206K | ﹤0.01% | 632 |
|