SGAM
Smith Group Asset Management’s Clear Secure YOU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Sell |
27,662
-132
| -0.5% | -$3.66K | 0.05% | 108 |
|
|
2025
Q1 | $720K | Sell |
27,794
-54
| -0.2% | -$1.4K | 0.05% | 106 |
|
|
2024
Q4 | $742K | Buy |
27,848
+356
| +1% | +$9.48K | 0.05% | 104 |
|
|
2024
Q3 | $911K | Buy |
27,492
+5,505
| +25% | +$182K | 0.08% | 65 |
|
|
2024
Q2 | $411K | Buy |
+21,987
| New | +$411K | 0.04% | 97 |
|