Rockefeller Capital Management’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-875
| Closed | -$24K | – | 3930 |
|
|
2022
Q4 | $24K | Sell |
875
-558
| -39% | -$15.3K | ﹤0.01% | 2740 |
|
|
2022
Q3 | $32K | Sell |
1,433
-700
| -33% | -$15.6K | ﹤0.01% | 2569 |
|
|
2022
Q2 | $42K | Hold |
2,133
| – | – | ﹤0.01% | 2371 |
|
|
2022
Q1 | $57K | Hold |
2,133
| – | – | ﹤0.01% | 2243 |
|
|
2021
Q4 | $66K | Buy |
2,133
+1,833
| +611% | +$56.7K | ﹤0.01% | 2094 |
|
|
2021
Q3 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 2819 |
|