NewEdge Advisors’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 | $94.6K | Sell |
3,407
-1,176
| -26% | -$32.6K | ﹤0.01% | 2439 |
|
|
2025
Q1 | $119K | Buy |
4,583
+1,801
| +65% | +$46.7K | ﹤0.01% | 2245 |
|
|
2024
Q4 | $74.1K | Buy |
+2,782
| New | +$74.1K | ﹤0.01% | 2384 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$274 | – | 4200 |
|
|
2022
Q4 | $274 | Buy |
+10
| New | +$274 | ﹤0.01% | 3260 |
|