DHJJ Financial Advisors’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$31.4K Hold
2025
Q2
$26.1K Hold
2025
Q1
$24.4K Hold
2024
Q4
$25K Hold
2024
Q3
$31.2K Hold
2024
Q2
$17.6K Hold
2024
Q1
$20K Hold
2023
Q4
$19.4K Hold
2023
Q3
$17.9K Buy