Ameritas Investment Partners’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 | $237K | Sell |
8,547
-347
| -4% | -$9.63K | 0.01% | 1198 |
|
|
2025
Q1 | $230K | Hold |
8,894
| – | – | 0.01% | 1187 |
|
|
2024
Q4 | $237K | Hold |
8,894
| – | – | 0.01% | 1226 |
|
|
2024
Q3 | $295K | Buy |
8,894
+607
| +7% | +$20.1K | 0.01% | 1097 |
|
|
2024
Q2 | $155K | Hold |
8,287
| – | – | 0.01% | 1441 |
|
|
2024
Q1 | $176K | Hold |
8,287
| – | – | 0.01% | 1372 |
|
|
2023
Q4 | $171K | Hold |
8,287
| – | – | 0.01% | 1373 |
|
|
2023
Q3 | $158K | Buy |
8,287
+1,400
| +20% | +$26.7K | 0.01% | 1348 |
|
|
2023
Q2 | $160K | Buy |
6,887
+1,908
| +38% | +$44.2K | 0.01% | 1280 |
|
|
2023
Q1 | $130K | Hold |
4,979
| – | – | 0.01% | 1356 |
|
|
2022
Q4 | $143K | Buy |
4,979
+312
| +7% | +$8.99K | 0.01% | 1350 |
|
|
2022
Q3 | $106K | Hold |
4,667
| – | – | ﹤0.01% | 1452 |
|
|
2022
Q2 | $93K | Buy |
+4,667
| New | +$93K | ﹤0.01% | 1566 |
|