Global Wealth Management Investment Advisory’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 |
-700
| Closed | -$14.5K | – | 458 |
|
|
2023
Q4 | $14.5K | Hold |
700
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $13.3K | Hold |
700
| – | – | ﹤0.01% | 276 |
|
|
2023
Q2 | $16.2K | Buy |
+700
| New | +$16.2K | ﹤0.01% | 266 |
|
|
2022
Q3 | – | Sell |
-700
| Closed | -$14K | – | 499 |
|
|
2022
Q2 | $14K | Hold |
700
| – | – | ﹤0.01% | 263 |
|
|
2022
Q1 | $19K | Sell |
700
-988
| -59% | -$26.8K | 0.01% | 263 |
|
|
2021
Q4 | $53K | Buy |
1,688
+50
| +3% | +$1.57K | 0.02% | 187 |
|
|
2021
Q3 | $67K | Buy |
1,638
+188
| +13% | +$7.69K | 0.02% | 190 |
|
|
2021
Q2 | $58K | Buy |
+1,450
| New | +$58K | 0.02% | 193 |
|