Clearstead Advisors’s Ubiquiti UI Stock Holding History

Clearstead Advisors’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$25.9K	Buy
2025 Q1	$8.06K	Buy
2023 Q4	–	Sell
2023 Q3	$3.49K	Buy
2023 Q2	–	Sell
2023 Q1	$5.98K	Hold
2022 Q4	$6.02K	Hold
2022 Q3	$6K	Buy