Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 12, 2021

SELL
N/A
-65,739 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
N/A
2,500 Added 3.95%
65,739 $1.18 Million
Q2 2020

Aug 11, 2020

BUY
N/A
1,821 Added 2.96%
63,239 $1.07 Million
Q1 2020

May 14, 2020

BUY
N/A
3,887 Added 6.76%
61,418 $926,000
Q4 2019

Feb 11, 2020

SELL
N/A
-250 Reduced 0.43%
57,531 $834,000
Q3 2019

Nov 12, 2019

BUY
N/A
2,459 Added 4.44%
57,781 $815,000
Q1 2019

May 14, 2019

SELL
N/A
-3,010 Reduced 5.16%
55,322 $685,000
Q4 2018

Feb 11, 2019

SELL
N/A
-169 Reduced 0.29%
58,332 $717,000
Q3 2018

Nov 13, 2018

SELL
N/A
-25,456 Reduced 30.32%
58,501 $669,000
Q2 2018

Aug 07, 2018

BUY
N/A
169 Added 0.2%
83,957 $1.01 Million
Q1 2018

May 14, 2018

SELL
N/A
-26,480 Reduced 24.01%
83,788 $1.07 Million
Q4 2017

Feb 09, 2018

SELL
N/A
-6,518 Reduced 5.58%
110,268 $1.38 Million
Q3 2017

Nov 09, 2017

BUY
N/A
116,786
116,786 $1.44 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.