HighMark Wealth Management’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 |
-1,052
| Closed | -$21.7K | – | 614 |
|
|
2023
Q4 | $21.7K | Buy |
1,052
+33
| +3% | +$681 | 0.02% | 183 |
|
|
2023
Q3 | $19.4K | Buy |
1,019
+3
| +0.3% | +$57 | 0.02% | 182 |
|
|
2023
Q2 | $23.5K | Buy |
1,016
+8
| +0.8% | +$185 | 0.02% | 169 |
|
|
2023
Q1 | $26.4K | Hold |
1,008
| – | – | 0.02% | 183 |
|
|
2022
Q4 | $27.6K | Buy |
1,008
+8
| +0.8% | +$219 | 0.02% | 139 |
|
|
2022
Q3 | $23K | Hold |
1,000
| – | – | 0.02% | 149 |
|
|
2022
Q2 | $20K | Hold |
1,000
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $27K | Buy |
+1,000
| New | +$27K | 0.02% | 148 |
|