BTI
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Blue Trust Inc’s Clear Secure YOU Stock Holding History

Blue Trust Inc’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$181K Sell
3,742
-72
-2% -$2.87K ﹤0.01% 802
2025
Q4 		$134K Buy
3,814
+451
+13% +$15.4K ﹤0.01% 933
2025
Q3 		$112K Buy
3,363
+1,090
+48% +$36.1K ﹤0.01% 1016
2025
Q2 		$63.1K Sell
2,273
-969
-30% -$24.7K ﹤0.01% 1263
2025
Q1 		$84K Buy
+3,242
New +$80.6K ﹤0.01% 1073
2024
Q4 		– Sell
-717
Closed -$13.4K – 3022
2024
Q3 		$13.4K Buy
717
+399
+125% +$10.3K ﹤0.01% 2092
2024
Q2 		$6.76K Buy
+318
New +$5.75K ﹤0.01% 2081
2024
Q1 		– Sell
-52
Closed -$1K – 2747
2023
Q4 		$1K Buy
+52
New +$1.01K ﹤0.01% 2439

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