Clearstead Advisors’s CyberArk CYBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.7K Hold
186
﹤0.01% 1148
2025
Q1
$62.9K Sell
186
-16
-8% -$5.41K ﹤0.01% 1107
2024
Q4
$67.3K Buy
202
+26
+15% +$8.66K ﹤0.01% 1101
2024
Q3
$51.3K Buy
176
+43
+32% +$12.5K ﹤0.01% 1198
2024
Q2
$36.4K Buy
133
+99
+291% +$27.1K ﹤0.01% 1236
2024
Q1
$7.96K Buy
34
+15
+79% +$3.51K ﹤0.01% 1096
2023
Q4
$4.16K Sell
19
-19
-50% -$4.16K ﹤0.01% 1183
2023
Q3
$6.22K Buy
+38
New +$6.22K ﹤0.01% 1191