Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 12, 2021

SELL
N/A
-82,589 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
N/A
2,920 Added 3.67%
82,589 $1.11 Million
Q1 2021

May 14, 2021

BUY
N/A
552 Added 0.7%
79,669 $1.05 Million
Q4 2020

Feb 11, 2021

SELL
N/A
-349 Reduced 0.44%
79,117 $854,000
Q3 2020

Nov 12, 2020

SELL
N/A
-32,821 Reduced 29.23%
79,466 $495,000
Q2 2020

Aug 11, 2020

BUY
N/A
26,605 Added 31.05%
112,287 $767,000
Q1 2020

May 14, 2020

SELL
N/A
-12,124 Reduced 12.4%
85,682 $680,000
Q4 2019

Feb 11, 2020

SELL
N/A
-14,909 Reduced 13.23%
97,806 $1.09 Million
Q3 2019

Nov 12, 2019

SELL
N/A
-17,431 Reduced 13.39%
112,715 $1.01 Million
Q2 2019

Aug 08, 2019

BUY
N/A
4,472 Added 3.56%
130,146 $1.37 Million
Q1 2019

May 14, 2019

SELL
N/A
-48,554 Reduced 27.87%
125,674 $1.26 Million
Q4 2018

Feb 11, 2019

BUY
N/A
5,836 Added 3.47%
174,228 $1.32 Million
Q3 2018

Nov 13, 2018

SELL
N/A
-3,488 Reduced 2.03%
168,392 $1.9 Million
Q2 2018

Aug 07, 2018

SELL
N/A
-27,015 Reduced 13.58%
171,880 $2.34 Million
Q1 2018

May 14, 2018

BUY
N/A
1,127 Added 0.57%
198,895 $2.68 Million
Q4 2017

Feb 09, 2018

SELL
N/A
-18,570 Reduced 8.58%
197,768 $3.45 Million
Q3 2017

Nov 09, 2017

BUY
N/A
216,338
216,338 $5.23 Million
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.