Clearstead Advisors’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Clearstead Advisors’s Portfolio BRW Stock Details BRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$23.3K	Hold
2025 Q2	$24.2K	Hold
2025 Q1	$23.3K	Hold
2024 Q4	$22.9K	Hold
2024 Q3	$22.8K	Hold
2024 Q2	$21.1K	Buy
2017 Q4	–	Sell
2017 Q3	$1.74M	Buy