Nisa Investment Advisors’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $382K | Sell |
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|
2025
Q2 | $339K | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $181K | Buy |
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|
2024
Q3 | $39.6K | Buy |
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|
2024
Q2 | $19.8K | Buy |
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|
2024
Q1 | $20.3K | Buy |
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|
2023
Q4 | $18.3K | Sell |
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|
2023
Q3 | $47.2K | Sell |
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|
2023
Q2 | $57.6K | Buy |
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|
2023
Q1 | $46K | Hold |
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|
2022
Q4 | $48K | Hold |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $32K | Buy |
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