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Montag & Associates’s Clear Secure YOU Stock Holding History

Montag & Associates’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,200
Closed -$22.5K – 1053
2024
Q2 		$22.5K Hold
1,200
– – ﹤0.01% 695
2024
Q1 		$25.9K Buy
+1,200
New +$25.9K ﹤0.01% 670