CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – SPDR Portfolio S&P 500 Growth ETF Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$55,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-4.17%
quarter
SPDR Portfolio S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -3K | $50.1 | 1.1K | |
| Q2 2022 | share | Decrease | -5.82% | -68 shares | -19K | $52.28 | 1.1K |
| Q1 2022 | share | Increase | +46.37% | 370 shares | 19K | $66.21 | 1.16K |
| Q4 2021 | share | Increase | +19.46% | 130 shares | 15K | $72.84 | 798 |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $64.02 | 668 | |
| Q2 2021 | share | Decrease | -5.92% | -42 shares | 2K | $62.87 | 668 |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $56.21 | 710 | |
| Q4 2020 | share | Increase | 0.00% | 710 shares | 39K | $54.99 | 710 |