Marathon Capital Management’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 | $527K | Hold |
19,000
| – | – | 0.13% | 92 |
|
|
2025
Q1 | $492K | Hold |
19,000
| – | – | 0.13% | 93 |
|
|
2024
Q4 | $506K | Sell |
19,000
-2,500
| -12% | -$66.6K | 0.13% | 93 |
|
|
2024
Q3 | $713K | Hold |
21,500
| – | – | 0.17% | 80 |
|
|
2024
Q2 | $402K | Hold |
21,500
| – | – | 0.1% | 99 |
|
|
2024
Q1 | $457K | Buy |
+21,500
| New | +$457K | 0.11% | 99 |
|