Northwestern Mutual Wealth Management’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 | $1.42K | Hold |
51
| – | – | ﹤0.01% | 3338 |
|
|
2025
Q1 | $1.32K | Sell |
51
-66
| -56% | -$1.71K | ﹤0.01% | 3236 |
|
|
2024
Q4 | $3.12K | Buy |
117
+66
| +129% | +$1.76K | ﹤0.01% | 3079 |
|
|
2024
Q3 | $1.69K | Buy |
+51
| New | +$1.69K | ﹤0.01% | 3156 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$1K | – | 3447 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 3077 |
|