Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022

SELL
N/A
-45,569 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
N/A
45,569 New
45,569 $2.39 Million
Q1 2021

Apr 30, 2021

SELL
N/A
-106,431 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
N/A
63,262 Added 146.54%
106,431 $4.34 Million
Q2 2020

Aug 17, 2020

SELL
N/A
-8,025 Reduced 15.68%
43,169 $1.56 Million
Q1 2020

May 12, 2020

SELL
N/A
-9,668 Reduced 15.89%
51,194 $1.37 Million
Q2 2019

Jul 31, 2019

SELL
N/A
-780 Reduced 1.27%
60,862 $0
Q1 2019

May 13, 2019

BUY
N/A
1,880 Added 3.15%
61,642 $1.99 Million
Q3 2018

Nov 15, 2018

BUY
N/A
29,367 Added 96.62%
59,762 $1.9 Million
Q2 2018

Aug 20, 2018

SELL
N/A
-29,367 Reduced 49.14%
30,395 $884,000
Q3 2017

Nov 17, 2017

SELL
N/A
-4,579 Reduced 7.12%
59,762 $1.77 Million
Q2 2017

Aug 21, 2017

BUY
N/A
64,341
64,341 $1.77 Million
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, 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 Trust, LLC, based on Form 13F filings with the SEC.

News

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