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Clearstead Trust’s Unity U Stock Holding History

Clearstead Trust’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.76K Sell
114
-19
-14% -$460 ﹤0.01% 873
2025
Q1 		$2.61K Buy
+133
New +$2.61K ﹤0.01% 730