CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – SPDR Portfolio S&P 500 ETF Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$62,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -3K | $41.99 | 1.47K | |
| Q2 2022 | share | Decrease | -4.10% | -63 shares | -17K | $44.34 | 1.47K |
| Q1 2022 | share | Decrease | -12.26% | -215 shares | -16K | $53.13 | 1.53K |
| Q4 2021 | share | 0.00% | 0 shares | 10K | $56 | 1.75K | |
| Q3 2021 | share | Increase | +0.06% | 1 shares | 0 | $50.46 | 1.75K |
| Q2 2021 | share | Decrease | -16.65% | -350 shares | -10K | $50.18 | 1.75K |
| Q1 2021 | share | 0.00% | 0 shares | 6K | $46.31 | 2.10K | |
| Q4 2020 | share | Increase | 0.00% | 2.10K shares | 92K | $43.52 | 2.10K |