Clearstead Advisors’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-84
| Closed | -$4.43K | – | 2116 |
|
|
2024
Q2 | $4.43K | Buy |
84
+11
| +15% | +$580 | ﹤0.01% | 1701 |
|
|
2024
Q1 | $3.7K | Hold |
73
| – | – | ﹤0.01% | 1217 |
|
|
2023
Q4 | $3.32K | Sell |
73
-73
| -50% | -$3.32K | ﹤0.01% | 1219 |
|
|
2023
Q3 | $7.33K | Buy |
+146
| New | +$7.33K | ﹤0.01% | 1156 |
|