CPA
Clear Perspective Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11
| Closed | -$2K | – | 241 |
|
|
2018
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 464 |
|
|
2018
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 455 |
|
|
2017
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 430 |
|
|
2017
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 429 |
|
|
2017
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 433 |
|
|
2017
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 382 |
|
|
2016
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 378 |
|