Petrus Trust Company’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 |
-8,313
| Closed | -$275K | – | 764 |
|
|
2024
Q3 | $275K | Buy |
+8,313
| New | +$275K | 0.03% | 432 |
|
|
2023
Q4 | – | Sell |
-18,629
| Closed | -$355K | – | 765 |
|
|
2023
Q3 | $355K | Buy |
18,629
+4,088
| +28% | +$77.8K | 0.04% | 331 |
|
|
2023
Q2 | $337K | Buy |
14,541
+4,354
| +43% | +$101K | 0.04% | 312 |
|
|
2023
Q1 | $267K | Buy |
+10,187
| New | +$267K | 0.03% | 358 |
|