CPA
Clear Perspective Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $14.1M | Buy |
319,773
+13,289
| +4% | +$587K | 4.29% | 5 |
|
|
2021
Q3 | $12.2M | Buy |
306,484
+75,944
| +33% | +$3.03M | 4.18% | 5 |
|
|
2021
Q2 | $9.13M | Buy |
230,540
+30,341
| +15% | +$1.2M | 3.17% | 6 |
|
|
2021
Q1 | $7.13M | Buy |
200,199
+19,541
| +11% | +$696K | 2.79% | 8 |
|
|
2020
Q4 | $6.38M | Buy |
180,658
+76,205
| +73% | +$2.69M | 2.61% | 8 |
|
|
2020
Q3 | $1.01K | Buy |
104,453
+65,598
| +169% | +$634 | 0.47% | 41 |
|
|
2020
Q2 | $1.09M | Buy |
+38,855
| New | +$1.09M | 0.59% | 29 |
|