Hennion & Walsh 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
Q1
Sell
-7,586
Closed -$202K 910
2024
Q4
$202K Sell
7,586
-201
-3% -$5.36K 0.01% 827
2024
Q3
$258K Buy
+7,787
New +$258K 0.01% 783