Clearstead Trust’s XP XP Stock Holding History

Clearstead Trust’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.64K	Buy
2025 Q2	$8.67K	Hold
2025 Q1	$5.9K	Buy