Virtus Fund 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
$47.3K Sell
1,776
-227
-11% -$6.05K 0.15% 70
2024
Q3
$66.4K Hold
2,003
0.27% 46
2024
Q2
$37.5K Buy
2,003
+121
+6% +$2.26K 0.15% 76
2024
Q1
$40K Buy
1,882
+391
+26% +$8.32K 0.14% 73
2023
Q4
$30.8K Buy
+1,491
New +$30.8K 0.19% 78