Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 09, 2022

SELL
N/A
-5,060 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
N/A
5,060 New
5,060 $65,000
Q1 2021

Apr 30, 2021

SELL
N/A
-81,680 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
N/A
38,440 Added 88.9%
81,680 $1.09 Million
Q3 2020

Oct 23, 2020

BUY
N/A
4,310 Added 11.07%
43,240 $391,000
Q1 2020

May 12, 2020

BUY
N/A
490 Added 1.27%
38,930 $411,000
Q4 2018

Feb 13, 2019

BUY
N/A
815 Added 2.17%
38,440 $0
Q3 2018

Nov 15, 2018

BUY
N/A
125 Added 0.33%
37,625 $521,000
Q2 2018

Aug 20, 2018

SELL
N/A
-33,545 Reduced 47.22%
37,500 $519,000
Q1 2018

May 15, 2018

SELL
N/A
-2,040 Reduced 2.79%
71,045 $1.18 Million
Q4 2017

Feb 14, 2018

SELL
N/A
-1,405 Reduced 1.89%
73,085 $1.32 Million
Q3 2017

Nov 17, 2017

BUY
N/A
74,490
74,490 $1.26 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.