IFP Advisors’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555 | Buy |
+20
| New | +$555 | ﹤0.01% | 4405 |
|
|
2025
Q1 | – | Sell |
-18
| Closed | -$479 | – | 4735 |
|
|
2024
Q4 | $479 | Buy |
+18
| New | +$479 | ﹤0.01% | 3429 |
|
|
2023
Q2 | – | Sell |
-130
| Closed | -$5.2K | – | 3597 |
|
|
2023
Q1 | $5.2K | Sell |
130
-370
| -74% | -$14.8K | ﹤0.01% | 2550 |
|
|
2022
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 2897 |
|
|
2022
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 3102 |
|
|
2022
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 2861 |
|
|
2022
Q1 | $20K | Buy |
500
+175
| +54% | +$7K | ﹤0.01% | 2861 |
|
|
2021
Q4 | $10K | Sell |
325
-23
| -7% | -$708 | ﹤0.01% | 2204 |
|
|
2021
Q3 | $14K | Buy |
+348
| New | +$14K | ﹤0.01% | 2097 |
|