Envestnet Asset Management’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 | $16.4M | Buy |
591,947
+302,191
| +104% | +$8.39M | ﹤0.01% | 1376 |
|
|
2025
Q1 | $7.51M | Buy |
289,756
+103,436
| +56% | +$2.68M | ﹤0.01% | 1852 |
|
|
2024
Q4 | $4.96M | Buy |
186,320
+165,251
| +784% | +$4.4M | ﹤0.01% | 2102 |
|
|
2024
Q3 | $698K | Buy |
21,069
+2,083
| +11% | +$69K | ﹤0.01% | 3332 |
|
|
2024
Q2 | $355K | Sell |
18,986
-2,929
| -13% | -$54.8K | ﹤0.01% | 3634 |
|
|
2024
Q1 | $466K | Sell |
21,915
-4,730
| -18% | -$101K | ﹤0.01% | 3485 |
|
|
2023
Q4 | $550K | Buy |
26,645
+5,578
| +26% | +$115K | ﹤0.01% | 3278 |
|
|
2023
Q3 | $401K | Buy |
+21,067
| New | +$401K | ﹤0.01% | 3366 |
|
|
2023
Q2 | – | Sell |
-13,687
| Closed | -$358K | – | 4098 |
|
|
2023
Q1 | $358K | Buy |
13,687
+1,212
| +10% | +$31.7K | ﹤0.01% | 3356 |
|
|
2022
Q4 | $342K | Buy |
12,475
+938
| +8% | +$25.7K | ﹤0.01% | 3342 |
|
|
2022
Q3 | $264K | Buy |
11,537
+1,082
| +10% | +$24.8K | ﹤0.01% | 3429 |
|
|
2022
Q2 | $209K | Sell |
10,455
-9,758
| -48% | -$195K | ﹤0.01% | 3577 |
|
|
2022
Q1 | $543K | Buy |
20,213
+4,716
| +30% | +$127K | ﹤0.01% | 3076 |
|
|
2021
Q4 | $486K | Buy |
+15,497
| New | +$486K | ﹤0.01% | 3088 |
|