Glassman Wealth Services’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30
| Closed | -$624 | – | 1878 |
|
|
2023
Q4 | $624 | Hold |
30
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q3 | $573 | Buy |
+30
| New | +$573 | ﹤0.01% | 1706 |
|
|
2023
Q1 | – | Sell |
-30
| Closed | -$823 | – | 2010 |
|
|
2022
Q4 | $823 | Hold |
30
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1574 |
|
|
2022
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1579 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$1K | – | 1967 |
|
|
2021
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1507 |
|