Clearstead Advisors’s Clear Secure YOU Stock Holding History

Clearstead Advisors’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.22K	Buy
2025 Q1	–	Sell
2024 Q4	$3.14K	Buy
2024 Q3	–	Sell
2024 Q2	$3.39K	Buy