Steward Partners Investment Advisory’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 | $1.17K | Hold |
42
| – | – | ﹤0.01% | 3832 |
|
|
2025
Q1 | $1.09K | Hold |
42
| – | – | ﹤0.01% | 3758 |
|
|
2024
Q4 | $1.12K | Buy |
+42
| New | +$1.12K | ﹤0.01% | 3740 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$8K | – | 3393 |
|
|
2022
Q1 | $8K | Buy |
300
+275
| +1,100% | +$7.33K | ﹤0.01% | 2752 |
|
|
2021
Q4 | $1K | Buy |
25
+15
| +150% | +$600 | ﹤0.01% | 3135 |
|
|
2021
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3363 |
|