Panagora Asset Management’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 | $10.9M | Buy |
391,255
+114,141
| +41% | +$3.17M | 0.05% | 255 |
|
|
2025
Q1 | $7.18M | Buy |
277,114
+4,255
| +2% | +$110K | 0.04% | 298 |
|
|
2024
Q4 | $7.27M | Buy |
272,859
+88,767
| +48% | +$2.36M | 0.03% | 281 |
|
|
2024
Q3 | $6.1M | Buy |
184,092
+3,380
| +2% | +$112K | 0.03% | 318 |
|
|
2024
Q2 | $3.38M | Buy |
180,712
+11,720
| +7% | +$219K | 0.02% | 392 |
|
|
2024
Q1 | $3.59M | Hold |
168,992
| – | – | 0.02% | 402 |
|
|
2023
Q4 | $3.49M | Sell |
168,992
-20
| -0% | -$413 | 0.02% | 407 |
|
|
2023
Q3 | $3.22M | Sell |
169,012
-133,036
| -44% | -$2.53M | 0.02% | 405 |
|
|
2023
Q2 | $7M | Buy |
302,048
+90,799
| +43% | +$2.1M | 0.04% | 278 |
|
|
2023
Q1 | $5.53M | Buy |
211,249
+170,472
| +418% | +$4.46M | 0.03% | 354 |
|
|
2022
Q4 | $1.12M | Buy |
+40,777
| New | +$1.12M | 0.01% | 847 |
|