Essex Savings Bank’s Clear Secure YOU Stock Holding History

Essex Savings Bank’s Portfolio YOU Stock Details YOU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$297K	Sell
2025 Q3	$301K	Sell
2025 Q2	$263K	Sell
2025 Q1	$256K	Hold
2024 Q4	$264K	Sell
2024 Q3	$348K	Buy