Clearstead Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Clearstead Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$38.81 - $44.28 $1,358 - $1,549	35 Added 52.24%	102 $4,000
Q1 2025 May 13, 2025	BUY	$42.18 - $45.16 $2,404 - $2,574	57 Added 570.0%	67 $2,000
Q2 2024 Aug 09, 2024	BUY	$38.1 - $41.42 $381 - $414	10 New	10 $0
Q3 2022 Nov 14, 2022	SELL	$35.47 - $43.38 $61,717 - $75,481	-1,740 Reduced 91.1%	170 $6,000
Q1 2022 May 04, 2022	SELL	$41.75 - $44.47 $73,730 - $78,534	-1,766 Reduced 48.04%	1,910 $84,000

Q4 2021 Feb 14, 2022	BUY	$38.92 - $42.05 $143,069 - $154,575	3,676 New	3,676 $155,000

518

59.3M

104K

20.6K

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