NW
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NewEdge Wealth’s Clear Secure YOU Stock Holding History

NewEdge Wealth’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 		$538K Buy
16,842
+1,325
+9% +$42.3K 0.01% 694
2025
Q1 		$402K Sell
15,517
-14,362
-48% -$372K 0.01% 708
2024
Q4 		$796K Buy
29,879
+22,732
+318% +$606K 0.01% 533
2024
Q3 		$237K Buy
+7,147
New +$237K ﹤0.01% 790