Ledgewood Wealth Advisors’s Clear Secure YOU Stock Holding History

Ledgewood Wealth Advisors’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$434K	Hold
2025 Q2	$361K	Hold
2025 Q1	$337K	Hold
2024 Q4	$346K	Hold
2024 Q3	$431K	Hold
2024 Q2	$243K	Sell
2024 Q1	$404K	Sell
2023 Q4	$413K	Buy