Tortoise Investment Management’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 | $11.1K | Hold |
400
| – | – | ﹤0.01% | 591 |
|
|
2025
Q1 | $10.4K | Hold |
400
| – | – | ﹤0.01% | 582 |
|
|
2024
Q4 | $10.7K | Hold |
400
| – | – | ﹤0.01% | 624 |
|
|
2024
Q3 | $13.3K | Hold |
400
| – | – | ﹤0.01% | 601 |
|
|
2024
Q2 | $7.48K | Hold |
400
| – | – | ﹤0.01% | 659 |
|
|
2024
Q1 | $8.51K | Hold |
400
| – | – | ﹤0.01% | 641 |
|
|
2023
Q4 | $8.26K | Hold |
400
| – | – | ﹤0.01% | 597 |
|
|
2023
Q3 | $7.62K | Hold |
400
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $9.27K | Buy |
+400
| New | +$9.27K | ﹤0.01% | 569 |
|