Stratos Wealth Partners’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,005
| Closed | -$404K | – | 1458 |
|
|
2024
Q1 | $404K | Sell |
19,005
-1,127
| -6% | -$24K | 0.01% | 975 |
|
|
2023
Q4 | $416K | Sell |
20,132
-304
| -1% | -$6.28K | 0.01% | 939 |
|
|
2023
Q3 | $389K | Buy |
20,436
+349
| +2% | +$6.65K | 0.01% | 915 |
|
|
2023
Q2 | $465K | Buy |
+20,087
| New | +$465K | 0.01% | 791 |
|
|
2023
Q1 | – | Sell |
-8,874
| Closed | -$243K | – | 1221 |
|
|
2022
Q4 | $243K | Buy |
+8,874
| New | +$243K | 0.01% | 973 |
|
|
2022
Q3 | – | Sell |
-16,040
| Closed | -$321K | – | 1239 |
|
|
2022
Q2 | $321K | Buy |
16,040
+15
| +0.1% | +$300 | 0.01% | 900 |
|
|
2022
Q1 | $431K | Buy |
16,025
+900
| +6% | +$24.2K | 0.01% | 867 |
|
|
2021
Q4 | $474K | Buy |
15,125
+6,700
| +80% | +$210K | 0.01% | 829 |
|
|
2021
Q3 | $346K | Buy |
+8,425
| New | +$346K | 0.01% | 899 |
|