Tortoise Investment Management’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.1K Hold
2025
Q1
$10.4K Hold
2024
Q4
$10.7K Hold
2024
Q3
$13.3K Hold
2024
Q2
$7.48K Hold
2024
Q1
$8.51K Hold
2023
Q4
$8.26K Hold
2023
Q3
$7.62K Hold
2023
Q2
$9.27K Buy