Clearstead Advisors’s OR Royalties Inc OR Stock Holding History

Clearstead Advisors’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.14K	Hold
2024 Q4	$978	Hold
2024 Q3	$1K	Hold
2024 Q2	$842	Hold
2024 Q1	$870	Hold
2023 Q4	$772	Sell
2023 Q3	$1.27K	Buy
2023 Q2	$831	Hold
2023 Q1	$855	Buy