WWA
WCG Wealth Advisors’s Clear Secure YOU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
21,308
+5,749
| +37% | +$160K | 0.04% | 273 |
|
|
2025
Q1 | $403K | Buy |
15,559
+1,588
| +11% | +$41.1K | 0.03% | 251 |
|
|
2024
Q4 | $372K | Buy |
13,971
+1,609
| +13% | +$42.8K | 0.02% | 281 |
|
|
2024
Q3 | $410K | Buy |
+12,362
| New | +$410K | 0.03% | 284 |
|