Blue Trust Inc’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 | $63.1K | Sell |
2,273
-969
| -30% | -$26.9K | ﹤0.01% | 1263 |
|
|
2025
Q1 | $84K | Buy |
+3,242
| New | +$84K | ﹤0.01% | 1073 |
|
|
2024
Q4 | – | Sell |
-717
| Closed | -$13.4K | – | 3022 |
|
|
2024
Q3 | $13.4K | Buy |
717
+399
| +125% | +$7.47K | ﹤0.01% | 2092 |
|
|
2024
Q2 | $6.76K | Buy |
+318
| New | +$6.76K | ﹤0.01% | 2081 |
|
|
2024
Q1 | – | Sell |
-52
| Closed | -$1K | – | 2748 |
|
|
2023
Q4 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 2439 |
|