Plato Investment 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 | $76.6K | Sell |
2,770
-9,464
| -77% | -$262K | 0.01% | 436 |
|
|
2025
Q1 | $320K | Buy |
12,234
+1,888
| +18% | +$49.4K | 0.03% | 370 |
|
|
2024
Q4 | $277K | Buy |
10,346
+5,311
| +105% | +$142K | 0.02% | 394 |
|
|
2024
Q3 | $167K | Sell |
5,035
-70
| -1% | -$2.32K | 0.01% | 396 |
|
|
2024
Q2 | $95.5K | Buy |
5,105
+5,057
| +10,535% | +$94.6K | 0.01% | 374 |
|
|
2024
Q1 | $1.02K | Hold |
48
| – | – | ﹤0.01% | 478 |
|
|
2023
Q4 | $991 | Buy |
+48
| New | +$991 | ﹤0.01% | 444 |
|