Clearstead Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
4,101
+1,370
| +50% | +$123K | 0.01% | 691 |
|
|
2025
Q1 | $207K | Sell |
2,731
-1,392
| -34% | -$106K | ﹤0.01% | 826 |
|
|
2024
Q4 | $319K | Buy |
4,123
+1,234
| +43% | +$95.4K | ﹤0.01% | 702 |
|
|
2024
Q3 | $211K | Buy |
2,889
+166
| +6% | +$12.1K | ﹤0.01% | 845 |
|
|
2024
Q2 | $164K | Buy |
2,723
+842
| +45% | +$50.7K | ﹤0.01% | 876 |
|
|
2024
Q1 | $114K | Sell |
1,881
-297
| -14% | -$18K | 0.01% | 580 |
|
|
2023
Q4 | $127K | Sell |
2,178
-2,346
| -52% | -$136K | 0.01% | 539 |
|
|
2023
Q3 | $220K | Buy |
4,524
+2,088
| +86% | +$101K | 0.01% | 554 |
|
|
2023
Q2 | $121K | Buy |
2,436
+162
| +7% | +$8.08K | 0.01% | 530 |
|
|
2023
Q1 | $124K | Buy |
2,274
+12
| +0.5% | +$656 | 0.01% | 471 |
|
|
2022
Q4 | $139K | Hold |
2,262
| – | – | 0.01% | 433 |
|
|
2022
Q3 | $128K | Buy |
2,262
+168
| +8% | +$9.51K | 0.01% | 425 |
|
|
2022
Q2 | $106K | Sell |
2,094
-612
| -23% | -$31K | 0.01% | 490 |
|
|
2022
Q1 | $161K | Hold |
2,706
| – | – | 0.01% | 449 |
|
|
2021
Q4 | $189K | Hold |
2,706
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $174K | Buy |
2,706
+2,685
| +12,786% | +$173K | 0.01% | 389 |
|
|
2021
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1172 |
|