Clearstead Advisors, LLC Schwab Short Term Us Treasury Transaction History

Clearstead Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	N/A	-195 Closed	0 $0
Q1 2022 May 04, 2022	BUY	N/A	21 Added 12.07%	195 $10,000
Q4 2021 Feb 14, 2022	BUY	N/A	174 New	174 $9,000
Q2 2021 Aug 12, 2021	SELL	N/A	-4,282 Closed	0 $0
Q1 2021 May 14, 2021	SELL	N/A	-9,057 Reduced 67.9%	4,282 $220,000

Q4 2020 Feb 11, 2021	SELL	N/A	-7,400 Reduced 35.68%	13,339 $685,000
Q3 2020 Nov 12, 2020	SELL	N/A	-5,000 Reduced 19.43%	20,739 $1.07 Million
Q2 2020 Aug 11, 2020	BUY	N/A	25,739 New	25,739 $1.33 Million

614

169M

13.7K

20.1K

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

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