Retirement Wealth Solutions’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
$13.3K Hold
478
0.01% 207
2025
Q1
$12.4K Buy
478
+103
+27% +$2.67K 0.01% 198
2024
Q4
$10K Buy
+375
New +$10K 0.01% 228