Clearstead Advisors’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9K | Buy |
63
+37
| +142% | +$15.2K | ﹤0.01% | 1513 |
|
|
2025
Q1 | $8.06K | Buy |
+26
| New | +$8.06K | ﹤0.01% | 1661 |
|
|
2023
Q4 | – | Sell |
-24
| Closed | -$3.49K | – | 1643 |
|
|
2023
Q3 | $3.49K | Buy |
+24
| New | +$3.49K | ﹤0.01% | 1308 |
|
|
2023
Q2 | – | Sell |
-22
| Closed | -$5.98K | – | 1446 |
|
|
2023
Q1 | $5.98K | Hold |
22
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q4 | $6.02K | Hold |
22
| – | – | ﹤0.01% | 965 |
|
|
2022
Q3 | $6K | Buy |
+22
| New | +$6K | ﹤0.01% | 960 |
|