Private Wealth Management Group’s Clear Secure YOU Stock Holding History

Private Wealth Management Group’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.78K	Hold
2025 Q2	$5.64K	Hold
2025 Q1	$5.26K	Hold
2024 Q4	$5.41K	Hold
2024 Q3	$6.73K	Hold
2024 Q2	$3.8K	Sell
2024 Q1	$5.19K	Hold
2023 Q4	$5.04K	Buy