Zurich Cantonal Bank’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 | $602K | Buy |
21,691
+5,283
| +32% | +$147K | ﹤0.01% | 1546 |
|
|
2025
Q1 | $425K | Hold |
16,408
| – | – | ﹤0.01% | 1693 |
|
|
2024
Q4 | $437K | Buy |
16,408
+3,917
| +31% | +$104K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $414K | Hold |
12,491
| – | – | ﹤0.01% | 1682 |
|
|
2024
Q2 | $234K | Hold |
12,491
| – | – | ﹤0.01% | 1960 |
|
|
2024
Q1 | $266K | Hold |
12,491
| – | – | ﹤0.01% | 1895 |
|
|
2023
Q4 | $258K | Sell |
12,491
-2,033
| -14% | -$42K | ﹤0.01% | 1934 |
|
|
2023
Q3 | $277K | Buy |
14,524
+2,780
| +24% | +$52.9K | ﹤0.01% | 1761 |
|
|
2023
Q2 | $272K | Buy |
11,744
+5,458
| +87% | +$126K | ﹤0.01% | 1722 |
|
|
2023
Q1 | $165K | Hold |
6,286
| – | – | ﹤0.01% | 2003 |
|
|
2022
Q4 | $172K | Buy |
6,286
+2,620
| +71% | +$71.9K | ﹤0.01% | 1912 |
|
|
2022
Q3 | $84K | Hold |
3,666
| – | – | ﹤0.01% | 2353 |
|
|
2022
Q2 | $73K | Buy |
+3,666
| New | +$73K | ﹤0.01% | 2435 |
|
|
2022
Q1 | – | Sell |
-1,586
| Closed | -$50K | – | 2854 |
|
|
2021
Q4 | $50K | Buy |
+1,586
| New | +$50K | ﹤0.01% | 2741 |
|