J. Goldman & Co’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 | – | Hold |
0
| – | – | – | 503 |
|
|
2024
Q1 | – | Sell |
-290,302
| Closed | -$5.99M | – | 410 |
|
|
2023
Q4 | $5.99M | Sell |
290,302
-18,264
| -6% | -$377K | 0.24% | 83 |
|
|
2023
Q3 | $5.88M | Buy |
+308,566
| New | +$5.88M | 0.21% | 85 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 375 |
|
|
2022
Q1 | – | Sell |
-190,002
| Closed | -$5.96M | – | 352 |
|
|
2021
Q4 | $5.96M | Buy |
+190,002
| New | +$5.96M | 0.33% | 57 |
|