CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$149,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -35.68% | -1.47K shares | -91K | $55.81 | 2.66K |
| Q2 2022 | share | Decrease | -67.96% | -8.78K shares | -727K | $57.99 | 4.14K |
| Q1 2022 | share | Decrease | -17.48% | -2.73K shares | -315K | $74.82 | 12.92K |
| Q4 2021 | share | Decrease | -7.03% | -592 shares | 35K | $165.03 | 7.82K |
| Q3 2021 | share | Increase | +3.55% | 289 shares | 60K | $148.09 | 8.42K |
| Q2 2021 | share | Decrease | -26.65% | -2.95K shares | -252K | $145.82 | 8.13K |
| Q1 2021 | share | Decrease | -3.78% | -435 shares | -41K | $129.53 | 11.08K |
| Q4 2020 | share | Increase | 0.00% | 11.52K shares | 1.48M | $128.03 | 11.52K |