UIA
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Ulland Investment Advisors’s Clear Secure YOU Stock Holding History

Ulland Investment Advisors’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,855
Closed -$183K – 228
2024
Q4 		$183K Sell
6,855
-1,435
-17% -$38.3K 0.12% 59
2024
Q3 		$275K Buy
8,290
+6,310
+319% +$209K 0.2% 51
2024
Q2 		$37K Buy
+1,980
New +$37K 0.03% 119