Clearstead Advisors’s Datto Holding Corp. MSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$27K | – | 1502 |
|
|
2022
Q1 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 802 |
|
|
2021
Q4 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 765 |
|
|
2021
Q3 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 758 |
|
|
2021
Q2 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 653 |
|
|
2021
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 657 |
|
|
2020
Q4 | $27K | Buy |
+1,000
| New | +$27K | ﹤0.01% | 590 |
|