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Clearstead Advisors’s UL Solutions ULS Stock Holding History

Clearstead Advisors’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$49.8K Sell
683
-134
-16% -$9.76K ﹤0.01% 1291
2025
Q1 		$46.1K Sell
817
-79
-9% -$4.46K ﹤0.01% 1188
2024
Q4 		$44.7K Hold
896
– – ﹤0.01% 1182
2024
Q3 		$44.2K Buy
+896
New +$44.2K ﹤0.01% 1229