Edgestream Partners’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 | – | Sell |
-97,931
| Closed | -$2.54M | – | 1098 |
|
|
2025
Q1 | $2.54M | Buy |
97,931
+9,473
| +11% | +$245K | 0.09% | 424 |
|
|
2024
Q4 | $2.36M | Buy |
+88,458
| New | +$2.36M | 0.1% | 362 |
|
|
2024
Q2 | – | Sell |
-39,342
| Closed | -$837K | – | 1071 |
|
|
2024
Q1 | $837K | Buy |
+39,342
| New | +$837K | 0.04% | 541 |
|