Crossmark Global Holdings’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-19,988	Closed	-$374K	–	1360
2024 Q2	$374K	Buy	19,988 +1,000	+5%	+$18.7K	0.01%	953
2024 Q1	$404K	Buy	18,988 +6,152	+48%	+$131K	0.01%	960
2023 Q4	$265K	Buy	+12,836	New	+$265K	0.01%	1126