Clearstead Advisors’s Evotec EVO Stock Holding History

Clearstead Advisors’s Portfolio EVO Stock Details EVO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$90	Buy
2024 Q4	–	Sell
2024 Q3	$730	Hold
2024 Q2	$960	Hold
2024 Q1	$1.07K	Buy
2023 Q4	$2.23K	Sell
2023 Q3	$2.96K	Buy