MassMutual Private Wealth & Trust’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
$4.5K Sell
162
-60
-27% -$1.67K ﹤0.01% 1680
2025
Q1
$5.75K Buy
222
+166
+296% +$4.3K ﹤0.01% 1536
2024
Q4
$1.49K Buy
56
+52
+1,300% +$1.39K ﹤0.01% 1918
2024
Q3
$133 Buy
+4
New +$133 ﹤0.01% 2115