Clearstead Advisors’s WM Technology MAPS Stock Holding History

Clearstead Advisors’s Portfolio MAPS Stock Details MAPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$279	Buy
2023 Q3	–	Sell
2023 Q2	$59	Hold
2023 Q1	$60	Hold
2022 Q4	$71	Buy