DHJJ Financial Advisors’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 | $26.1K | Hold |
940
| – | – | 0.01% | 443 |
|
|
2025
Q1 | $24.4K | Hold |
940
| – | – | 0.01% | 408 |
|
|
2024
Q4 | $25K | Hold |
940
| – | – | 0.01% | 395 |
|
|
2024
Q3 | $31.2K | Hold |
940
| – | – | 0.01% | 368 |
|
|
2024
Q2 | $17.6K | Hold |
940
| – | – | 0.01% | 388 |
|
|
2024
Q1 | $20K | Hold |
940
| – | – | 0.01% | 369 |
|
|
2023
Q4 | $19.4K | Hold |
940
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $17.9K | Buy |
+940
| New | +$17.9K | 0.01% | 368 |
|