CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – SPDR S&P 500 ETF Trust Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$2.19M
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.16% | -335 shares | -250K | $357.18 | 6.15K |
| Q2 2022 | share | Decrease | -5.23% | -358 shares | -645K | $377.25 | 6.48K |
| Q1 2022 | share | Decrease | -2.14% | -150 shares | -230K | $451.64 | 6.84K |
| Q4 2021 | share | Increase | +2.01% | 138 shares | 379K | $476.16 | 6.99K |
| Q3 2021 | share | Increase | +0.87% | 59 shares | 33K | $429.14 | 6.85K |
| Q2 2021 | share | Decrease | -4.90% | -350 shares | 77K | $426.68 | 6.79K |
| Q1 2021 | share | Decrease | -2.44% | -179 shares | 93K | $393.75 | 7.14K |
| Q4 2020 | share | Increase | 0.00% | 7.32K shares | 2.74M | $370.23 | 7.32K |