Virtus Investment Advisers’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,737
| Closed | -$446K | – | 702 |
|
|
2024
Q4 | $446K | Sell |
16,737
-5,880
| -26% | -$157K | 0.35% | 100 |
|
|
2024
Q3 | $750K | Hold |
22,617
| – | – | 0.59% | 45 |
|
|
2024
Q2 | $423K | Hold |
22,617
| – | – | 0.36% | 90 |
|
|
2024
Q1 | $481K | Buy |
22,617
+5,146
| +29% | +$109K | 0.34% | 85 |
|
|
2023
Q4 | $361K | Buy |
+17,471
| New | +$361K | 0.27% | 118 |
|