Private Wealth Management Group’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 | $5.64K | Hold |
203
| – | – | ﹤0.01% | 705 |
|
|
2025
Q1 | $5.26K | Hold |
203
| – | – | ﹤0.01% | 710 |
|
|
2024
Q4 | $5.41K | Hold |
203
| – | – | ﹤0.01% | 710 |
|
|
2024
Q3 | $6.73K | Hold |
203
| – | – | ﹤0.01% | 603 |
|
|
2024
Q2 | $3.8K | Sell |
203
-41
| -17% | -$767 | ﹤0.01% | 819 |
|
|
2024
Q1 | $5.19K | Hold |
244
| – | – | ﹤0.01% | 612 |
|
|
2023
Q4 | $5.04K | Buy |
+244
| New | +$5.04K | ﹤0.01% | 625 |
|