Nisa Investment 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 | $339K | Sell |
12,216
-3,691
| -23% | -$102K | ﹤0.01% | 1083 |
|
|
2025
Q1 | $412K | Buy |
15,907
+9,117
| +134% | +$236K | ﹤0.01% | 1051 |
|
|
2024
Q4 | $181K | Buy |
6,790
+5,596
| +469% | +$149K | ﹤0.01% | 1322 |
|
|
2024
Q3 | $39.6K | Buy |
1,194
+138
| +13% | +$4.57K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $19.8K | Buy |
1,056
+115
| +12% | +$2.15K | ﹤0.01% | 1945 |
|
|
2024
Q1 | $20.3K | Buy |
941
+55
| +6% | +$1.19K | ﹤0.01% | 1884 |
|
|
2023
Q4 | $18.3K | Sell |
886
-1,594
| -64% | -$32.9K | ﹤0.01% | 1907 |
|
|
2023
Q3 | $47.2K | Sell |
2,480
-8
| -0.3% | -$152 | ﹤0.01% | 1739 |
|
|
2023
Q2 | $57.6K | Buy |
2,488
+744
| +43% | +$17.2K | ﹤0.01% | 1705 |
|
|
2023
Q1 | $46K | Hold |
1,744
| – | – | ﹤0.01% | 1744 |
|
|
2022
Q4 | $48K | Hold |
1,744
| – | – | ﹤0.01% | 1792 |
|
|
2022
Q3 | $47K | Buy |
1,744
+144
| +9% | +$3.88K | ﹤0.01% | 1759 |
|
|
2022
Q2 | $32K | Buy |
+1,600
| New | +$32K | ﹤0.01% | 1894 |
|