Clearstead Advisors’s Forum Energy Technologies FET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Sell	20,000 -5	-0%	-$254	0.01%	470
2025 Q4	$739K	Buy	20,005 +5	+0%	+$155	0.01%	545
2025 Q3	$534K	Hold	20,000	–	–	0.01%	614
2025 Q2	$389K	Hold	20,000	–	–	0.01%	675
2025 Q1	$402K	Hold	20,000	–	–	0.01%	634
2024 Q4	$310K	Hold	20,000	–	–	﹤0.01%	712
2024 Q3	$309K	Hold	20,000	–	–	﹤0.01%	715
2024 Q2	$337K	Hold	20,000	–	–	0.01%	636
2024 Q1	$365K	Hold	20,000	–	–	0.02%	361
2023 Q4	$443K	Sell	20,000 -20,000	-50%	-$449K	0.02%	326
2023 Q3	$961K	Buy	40,000 +20,000	+100%	+$499K	0.03%	307
2023 Q2	$512K	Hold	20,000	–	–	0.03%	288
2023 Q1	$509K	Hold	20,000	–	–	0.04%	257
2022 Q4	$590K	Hold	20,000	–	–	0.05%	232
2022 Q3	$425K	Hold	20,000	–	–	0.04%	252
2022 Q2	$392K	Hold	20,000	–	–	0.03%	284
2022 Q1	$458K	Hold	20,000	–	–	0.03%	279
2021 Q4	$321K	Hold	20,000	–	–	0.02%	318
2021 Q3	$451K	Hold	20,000	–	–	0.03%	256
2021 Q2	$470K	Hold	20,000	–	–	0.04%	237
2021 Q1	$371K	Hold	20,000	–	–	0.03%	248
2020 Q4	$238K	Buy	+20,000	New	+$233K	0.02%	294