Emerald Mutual Fund Advisers Trust’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 |
-95,779
| Closed | -$3.17M | – | 246 |
|
|
2024
Q3 | $3.17M | Sell |
95,779
-49,766
| -34% | -$1.65M | 0.16% | 111 |
|
|
2024
Q2 | $2.72M | Hold |
145,545
| – | – | 0.14% | 118 |
|
|
2024
Q1 | $3.1M | Hold |
145,545
| – | – | 0.16% | 116 |
|
|
2023
Q4 | $3.01M | Sell |
145,545
-90,224
| -38% | -$1.86M | 0.16% | 117 |
|
|
2023
Q3 | $4.49M | Buy |
235,769
+79,217
| +51% | +$1.51M | 0.27% | 106 |
|
|
2023
Q2 | $3.63M | Buy |
156,552
+21,715
| +16% | +$503K | 0.2% | 113 |
|
|
2023
Q1 | $3.53M | Buy |
+134,837
| New | +$3.53M | 0.21% | 111 |
|