Clearstead Advisors’s WM Technology MAPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-70
Closed -$59 1544
2023
Q2
$59 Hold
70
﹤0.01% 1358
2023
Q1
$60 Hold
70
﹤0.01% 1359
2022
Q4
$71 Buy
+70
New +$71 ﹤0.01% 1291