Clearstead Advisors’s MP Materials MP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,820
| Closed | -$289K | – | 2821 |
|
|
2025
Q1 | $289K | Hold |
11,820
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $184K | Hold |
11,820
| – | – | ﹤0.01% | 880 |
|
|
2024
Q3 | $209K | Hold |
11,820
| – | – | ﹤0.01% | 849 |
|
|
2024
Q2 | $150K | Hold |
11,820
| – | – | ﹤0.01% | 902 |
|
|
2024
Q1 | $193K | Hold |
11,820
| – | – | 0.01% | 473 |
|
|
2023
Q4 | $235K | Sell |
11,820
-5,880
| -33% | -$117K | 0.01% | 433 |
|
|
2023
Q3 | $338K | Buy |
17,700
+8,950
| +102% | +$171K | 0.01% | 462 |
|
|
2023
Q2 | $200K | Hold |
8,750
| – | – | 0.01% | 431 |
|
|
2023
Q1 | $247K | Hold |
8,750
| – | – | 0.02% | 366 |
|
|
2022
Q4 | $212K | Hold |
8,750
| – | – | 0.02% | 372 |
|
|
2022
Q3 | $239K | Hold |
8,750
| – | – | 0.02% | 341 |
|
|
2022
Q2 | $281K | Buy |
8,750
+2,910
| +50% | +$93.5K | 0.02% | 328 |
|
|
2022
Q1 | $335K | Hold |
5,840
| – | – | 0.02% | 323 |
|
|
2021
Q4 | $265K | Hold |
5,840
| – | – | 0.02% | 345 |
|
|
2021
Q3 | $188K | Hold |
5,840
| – | – | 0.01% | 381 |
|
|
2021
Q2 | $215K | Hold |
5,840
| – | – | 0.02% | 332 |
|
|
2021
Q1 | $210K | Sell |
5,840
-145
| -2% | -$5.21K | 0.02% | 330 |
|
|
2020
Q4 | $193K | Buy |
+5,985
| New | +$193K | 0.02% | 324 |
|