Clearstead Advisors’s Morningstar MORN Stock Holding History

Clearstead Advisors’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$38.3K	Buy
2025 Q2	$33.6K	Buy
2025 Q1	$25.5K	Buy
2024 Q4	$24.2K	Hold
2024 Q3	$23K	Hold
2024 Q2	$21.3K	Buy
2023 Q4	–	Sell
2023 Q3	$2.34K	Buy