Emerald Advisers’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-292,257
| Closed | -$9.69M | – | 276 |
|
|
2024
Q3 | $9.69M | Sell |
292,257
-17,094
| -6% | -$566K | 0.37% | 87 |
|
|
2024
Q2 | $5.79M | Sell |
309,351
-6,063
| -2% | -$113K | 0.24% | 110 |
|
|
2024
Q1 | $6.71M | Buy |
315,414
+40,530
| +15% | +$862K | 0.27% | 110 |
|
|
2023
Q4 | $5.68M | Sell |
274,884
-13,346
| -5% | -$276K | 0.24% | 113 |
|
|
2023
Q3 | $5.49M | Buy |
288,230
+66,167
| +30% | +$1.26M | 0.27% | 108 |
|
|
2023
Q2 | $5.15M | Buy |
222,063
+56,051
| +34% | +$1.3M | 0.23% | 110 |
|
|
2023
Q1 | $4.34M | Buy |
+166,012
| New | +$4.34M | 0.21% | 113 |
|