Clearstead Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Buy |
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|
2025
Q2 | $367K | Buy |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $319K | Buy |
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|
2024
Q3 | $211K | Buy |
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|
2024
Q2 | $164K | Buy |
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|
2024
Q1 | $114K | Sell |
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|
2023
Q4 | $127K | Sell |
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|
2023
Q3 | $220K | Buy |
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|
2023
Q2 | $121K | Buy |
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|
2023
Q1 | $124K | Buy |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $106K | Sell |
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|
2022
Q1 | $161K | Hold |
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|
2021
Q4 | $189K | Hold |
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|
2021
Q3 | $174K | Buy |
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|
2021
Q2 | $1K | Buy |
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