Newbridge Financial Services Group’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-150
| Closed | -$3.1K | – | 1323 |
|
|
2023
Q4 | $3.1K | Sell |
150
-100
| -40% | -$2.07K | ﹤0.01% | 922 |
|
|
2023
Q3 | $4.76K | Sell |
250
-200
| -44% | -$3.81K | ﹤0.01% | 959 |
|
|
2023
Q2 | $10.4K | Hold |
450
| – | – | 0.01% | 881 |
|
|
2023
Q1 | $11.8K | Hold |
450
| – | – | 0.01% | 879 |
|
|
2022
Q4 | $12.3K | Sell |
450
-350
| -44% | -$9.6K | 0.01% | 864 |
|
|
2022
Q3 | $18K | Sell |
800
-550
| -41% | -$12.4K | 0.01% | 733 |
|
|
2022
Q2 | $27K | Sell |
1,350
-650
| -33% | -$13K | 0.02% | 568 |
|
|
2022
Q1 | $54K | Hold |
2,000
| – | – | 0.03% | 464 |
|
|
2021
Q4 | $63K | Sell |
2,000
-400
| -17% | -$12.6K | 0.03% | 404 |
|
|
2021
Q3 | $99K | Buy |
+2,400
| New | +$99K | 0.06% | 270 |
|