Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Nov 12, 2019

SELL
N/A
-4,800 Closed
0 $0
Q2 2019

Aug 08, 2019

SELL
N/A
-357 Reduced 6.92%
4,800 $339,000
Q1 2019

May 14, 2019

BUY
N/A
357 Added 7.44%
5,157 $235,000
Q4 2018

Feb 11, 2019

SELL
N/A
-79 Reduced 1.62%
4,800 $210,000
Q2 2018

Aug 07, 2018

BUY
N/A
79 Added 1.65%
4,879 $357,000
Q3 2017

Nov 09, 2017

BUY
N/A
4,800
4,800 $234,000
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.