Envestnet Asset Management’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
Q2 | $16.4M | Buy |
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|
2025
Q1 | $7.51M | Buy |
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|
2024
Q4 | $4.96M | Buy |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $550K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $486K | Buy |
|