Clearstead Advisors’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-54
| Closed | -$1.14K | – | 2832 |
|
|
2025
Q1 | $1.14K | Hold |
54
| – | – | ﹤0.01% | 1973 |
|
|
2024
Q4 | $978 | Hold |
54
| – | – | ﹤0.01% | 1921 |
|
|
2024
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 1916 |
|
|
2024
Q2 | $842 | Hold |
54
| – | – | ﹤0.01% | 1909 |
|
|
2024
Q1 | $870 | Hold |
54
| – | – | ﹤0.01% | 1418 |
|
|
2023
Q4 | $772 | Sell |
54
-54
| -50% | -$772 | ﹤0.01% | 1427 |
|
|
2023
Q3 | $1.27K | Buy |
108
+54
| +100% | +$635 | ﹤0.01% | 1443 |
|
|
2023
Q2 | $831 | Hold |
54
| – | – | ﹤0.01% | 1268 |
|
|
2023
Q1 | $855 | Buy |
+54
| New | +$855 | ﹤0.01% | 1257 |
|