Clearstead Advisors’s Epiphany Technology Acquisition Corp. Unit EPHYU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1
Closed -$10 1455
2022
Q4
$10 Sell
1
-99
-99% -$987 ﹤0.01% 1306
2022
Q3
$1K Hold
100
﹤0.01% 1230
2022
Q2
$1K Hold
100
﹤0.01% 1254
2022
Q1
$1K Hold
100
﹤0.01% 1352
2021
Q4
$1K Hold
100
﹤0.01% 1247
2021
Q3
$1K Hold
100
﹤0.01% 1267
2021
Q2
$1K Hold
100
﹤0.01% 1231
2021
Q1
$1K Buy
+100
New +$1.05K ﹤0.01% 1100

Clearstead Advisors's EPHYU Position: Q1 2023 in Review

Clearstead Advisors sold out of Epiphany Technology Acquisition Corp. Unit (EPHYU) in Q1 2023, closing a stake of 1 share — an estimated $10 sold.

Clearstead Advisors first reported a position in EPHYU in Q1 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 0 funds tracked by Wall St. Rank hold EPHYU as of Q1 2023.

  • Clearstead Advisors reported no remaining Epiphany Technology Acquisition Corp. Unit position as of Q1 2023 after selling out during the quarter.
  • Clearstead Advisors sold 1 Epiphany Technology Acquisition Corp. Unit share in Q1 2023, an estimated $10.
  • Clearstead Advisors first reported a position in Epiphany Technology Acquisition Corp. Unit in Q1 2021 and held it in 8 quarters.
  • Clearstead Advisors's Epiphany Technology Acquisition Corp. Unit position peaked at $1K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Unit as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.