Private Advisor Group’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-25,831
| Closed | -$492K | – | 2280 |
|
2023
Q3 | $492K | Sell |
25,831
-7,459
| -22% | -$142K | ﹤0.01% | 1375 |
|
2023
Q2 | $771K | Buy |
33,290
+6,512
| +24% | +$151K | 0.01% | 1174 |
|
2023
Q1 | $701K | Buy |
26,778
+13,778
| +106% | +$361K | 0.01% | 1168 |
|
2022
Q4 | $357 | Buy |
+13,000
| New | +$357 | ﹤0.01% | 1436 |
|