Clearstead Advisors’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-85
| Closed | -$2.45K | – | 2076 |
|
|
2024
Q2 | $2.45K | Buy |
85
+60
| +240% | +$1.73K | ﹤0.01% | 1792 |
|
|
2024
Q1 | $779 | Hold |
25
| – | – | ﹤0.01% | 1423 |
|
|
2023
Q4 | $813 | Buy |
+25
| New | +$813 | ﹤0.01% | 1420 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$3K | – | 1363 |
|
|
2022
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1145 |
|