Naples Money Management’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-735
Closed -$13.7K 446
2024
Q2
$13.7K Hold
735
0.01% 155
2024
Q1
$15.6K Hold
735
0.02% 153
2023
Q4
$15.2K Buy
+735
New +$15.2K 0.01% 163