Ledgewood Wealth 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 | $361K | Hold |
13,000
| – | – | 0.23% | 53 |
|
|
2025
Q1 | $337K | Hold |
13,000
| – | – | 0.22% | 51 |
|
|
2024
Q4 | $346K | Hold |
13,000
| – | – | 0.22% | 55 |
|
|
2024
Q3 | $431K | Hold |
13,000
| – | – | 0.29% | 45 |
|
|
2024
Q2 | $243K | Sell |
13,000
-6,000
| -32% | -$112K | 0.21% | 52 |
|
|
2024
Q1 | $404K | Sell |
19,000
-1,000
| -5% | -$21.3K | 0.38% | 36 |
|
|
2023
Q4 | $413K | Buy |
+20,000
| New | +$413K | 0.38% | 35 |
|