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McMorgan & Co’s Clear Secure YOU Stock Holding History

McMorgan & Co’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.52M Buy
126,817
+27,547
+28% +$765K 0.52% 27
2025
Q1 		$2.57M Sell
99,270
-270
-0.3% -$7K 0.41% 34
2024
Q4 		$2.65M Buy
+99,540
New +$2.65M 0.41% 35