Clearstead Advisors’s Camden National CAC Stock Holding History

Clearstead Advisors’s Portfolio CAC Stock Details CAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$386	Buy
2023 Q4	–	Sell
2023 Q3	$15.2K	Buy
2022 Q3	–	Sell
2022 Q2	$24K	Hold
2022 Q1	$25K	Hold
2021 Q4	$26K	Hold
2021 Q3	$26K	Hold
2021 Q2	$26K	Hold
2021 Q1	$26K	Hold
2020 Q4	$19K	Buy