Winmill & Co’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.03M | Hold |
289,135
| – | – | 2.23% | 21 |
|
|
2025
Q1 | $7.49M | Hold |
289,135
| – | – | 2.28% | 21 |
|
|
2024
Q4 | $7.7M | Hold |
289,135
| – | – | 2.49% | 19 |
|
|
2024
Q3 | $9.58M | Hold |
289,135
| – | – | 3.22% | 14 |
|
|
2024
Q2 | $5.41M | Sell |
289,135
-5,899
| -2% | -$110K | 1.84% | 24 |
|
|
2024
Q1 | $6.28M | Buy |
+295,034
| New | +$6.28M | 1.79% | 26 |
|