VitalStone Financial’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$2.81K | – | 565 |
|
|
2024
Q2 | $2.81K | Hold |
150
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 389 |
|
|
2023
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 400 |
|
|
2023
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $4K | Buy |
150
+75
| +100% | +$2K | ﹤0.01% | 754 |
|
|
2023
Q1 | $2K | Sell |
75
-75
| -50% | -$2K | ﹤0.01% | 314 |
|
|
2022
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 424 |
|