Clearstead Advisors’s Samsara IOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.6K Sell
920
-18
-2% -$716 ﹤0.01% 1390
2025
Q1
$36K Buy
938
+638
+213% +$24.5K ﹤0.01% 1253
2024
Q4
$13.1K Sell
300
-1,846
-86% -$80.7K ﹤0.01% 1504
2024
Q3
$103K Buy
2,146
+211
+11% +$10.2K ﹤0.01% 1022
2024
Q2
$65.2K Buy
+1,935
New +$65.2K ﹤0.01% 1099