CLEARSTEAD ADVISORS, LLC – Transaction History
CLEARSTEAD ADVISORS, LLC portfolio value:
762,000
portfolio value
CLEARSTEAD ADVISORS, LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.21% | 6 shares | -49K | 2.82K | |
| Q2 2022 | share | Increase | +2.70% | 74 shares | -66K | 2.81K | |
| Q1 2022 | share | Increase | +18.68% | 432 shares | 76K | 2.74K | |
| Q4 2021 | share | 0.00% | 0 shares | 122K | 2.31K | ||
| Q3 2021 | share | Decrease | -7.00% | -174 shares | -40K | 2.31K | |
| Q2 2021 | share | Increase | +10.14% | 229 shares | 86K | 2.48K | |
| Q1 2021 | share | Decrease | -1.44% | -33 shares | 29K | 2.25K | |
| Q4 2020 | share | 0.00% | 0 shares | 58K | 2.29K | ||
| Q3 2020 | share | Increase | +1.46% | 33 shares | 67K | 2.29K | |
| Q2 2020 | share | Decrease | -24.81% | -745 shares | -41K | 2.25K | |
| Q1 2020 | share | Increase | +2.56% | 75 shares | -103K | 3.00K | |
| Q4 2019 | share | Decrease | -1.51% | -45 shares | 46K | 2.92K | |
| Q3 2019 | share | Increase | +19.73% | 490 shares | 78K | 2.97K | |
| Q2 2019 | share | Increase | +85.99% | 1.14K shares | 264K | 2.48K | |
| Q1 2019 | share | Decrease | -4.57% | -64 shares | 17K | 1.33K | |
| Q4 2018 | share | Increase | 0.00% | 1.39K shares | 218K | 1.39K |