Clearstead Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $452K | Sell |
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|
2025
Q2 | $498K | Buy |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $41.3K | Sell |
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|
2023
Q4 | $50.9K | Sell |
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|
2023
Q3 | $87.2K | Buy |
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|
2023
Q2 | $39.9K | Hold |
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|
2023
Q1 | $47.6K | Buy |
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|
2022
Q4 | $12.6K | Sell |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $55K | Sell |
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|
2021
Q3 | $57K | Buy |
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|
2021
Q2 | $5K | Buy |
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