Massachusetts Financial Services’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 | $3.38M | Buy |
121,841
+1,505
| +1% | +$41.8K | ﹤0.01% | 734 |
|
2025
Q1 | $3.12M | Sell |
120,336
-27,871
| -19% | -$722K | ﹤0.01% | 724 |
|
2024
Q4 | $3.95M | Buy |
148,207
+21,456
| +17% | +$572K | ﹤0.01% | 708 |
|
2024
Q3 | $4.2M | Sell |
126,751
-3,070
| -2% | -$102K | ﹤0.01% | 682 |
|
2024
Q2 | $2.43M | Buy |
+129,821
| New | +$2.43M | ﹤0.01% | 729 |
|
2023
Q1 | – | Sell |
-62,319
| Closed | -$1.71M | – | 883 |
|
2022
Q4 | $1.71M | Buy |
62,319
+1,320
| +2% | +$36.2K | ﹤0.01% | 742 |
|
2022
Q3 | $1.39M | Sell |
60,999
-557
| -0.9% | -$12.7K | ﹤0.01% | 759 |
|
2022
Q2 | $1.23M | Buy |
+61,556
| New | +$1.23M | ﹤0.01% | 761 |
|