Westwood Holdings Group’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42,058
| Closed | -$1.39M | – | 509 |
|
|
2024
Q3 | $1.39M | Sell |
42,058
-26,987
| -39% | -$894K | 0.01% | 356 |
|
|
2024
Q2 | $1.29M | Buy |
69,045
+358
| +0.5% | +$6.7K | 0.01% | 344 |
|
|
2024
Q1 | $1.46M | Sell |
68,687
-13,500
| -16% | -$287K | 0.01% | 335 |
|
|
2023
Q4 | $1.7M | Buy |
82,187
+41,402
| +102% | +$855K | 0.01% | 331 |
|
|
2023
Q3 | $777K | Sell |
40,785
-11,640
| -22% | -$222K | 0.01% | 358 |
|
|
2023
Q2 | $1.22M | Buy |
52,425
+13,750
| +36% | +$319K | 0.01% | 335 |
|
|
2023
Q1 | $1.01M | Buy |
+38,675
| New | +$1.01M | 0.01% | 352 |
|