Clearstead Advisors’s Barclays BCS Stock Holding History

Clearstead Advisors’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$5.21K	Buy
2023 Q4	–	Sell
2023 Q3	$7.79K	Buy
2022 Q2	–	Sell
2022 Q1	$15K	Buy
2021 Q3	–	Sell
2021 Q2	$2K	Buy
2020 Q3	–	Sell
2020 Q2	$0	Hold
2020 Q1	$0	Buy