Clearstead Advisors’s DoubleVerify DV Stock Holding History

Clearstead Advisors’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.93K	Sell
2025 Q1	$13.8K	Buy
2024 Q3	–	Sell
2024 Q2	$2.73K	Hold
2024 Q1	$2.7K	Sell
2023 Q4	$6.92K	Buy
2023 Q3	$4.81K	Buy
2023 Q2	$3.35K	Buy
2023 Q1	$1.18K	Hold
2022 Q4	$856	Buy