TwinBeech Capital’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-233,310
| Closed | -$4.82M | – | 903 |
|
2023
Q4 | $4.82M | Buy |
233,310
+34,666
| +17% | +$716K | 0.08% | 276 |
|
2023
Q3 | $3.78M | Buy |
198,644
+149,480
| +304% | +$2.85M | 0.07% | 308 |
|
2023
Q2 | $1.14M | Buy |
+49,164
| New | +$1.14M | 0.02% | 444 |
|
2023
Q1 | – | Sell |
-76,007
| Closed | -$2.08M | – | 932 |
|
2022
Q4 | $2.08M | Buy |
+76,007
| New | +$2.08M | 0.04% | 434 |
|
2022
Q3 | – | Sell |
-166,905
| Closed | -$3.34M | – | 841 |
|
2022
Q2 | $3.34M | Buy |
+166,905
| New | +$3.34M | 0.15% | 165 |
|