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Clearstead Trust’s Polaris PII Stock Holding History

Clearstead Trust’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.98K Buy
147
+17
+13% +$691 ﹤0.01% 712
2025
Q1 		$5.32K Buy
+130
New +$5.32K ﹤0.01% 586