Clear Perspectives Financial Planning’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$9.67K Hold
280
0.01% 141
2022
Q4
$8.26K Hold
280
﹤0.01% 160
2022
Q3
$7K Hold
280
﹤0.01% 158
2022
Q2
$5K Hold
280
﹤0.01% 178
2022
Q1
$10K Hold
280
﹤0.01% 163
2021
Q4
$17K Hold
280
0.01% 153
2021
Q3
$17K Hold
280
0.01% 140
2021
Q2
$15K Hold
280
0.01% 152
2021
Q1
$15K Hold
280
0.01% 139
2020
Q4
$15K Buy
+280
New +$14.2K 0.01% 131

Other funds holding NFLX

Clear Perspectives Financial Planning's NFLX Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Netflix (NFLX) position steady in Q1 2023 at 280 shares worth $9.67K. The position accounts for 0.01% of the portfolio, ranked #141.

Clear Perspectives Financial Planning first reported a position in NFLX in Q4 2020 and has held it in 10 quarters since. The position peaked at $17K in Q4 2021. 1,923 funds tracked by Wall St. Rank hold NFLX as of Q1 2023.

  • Clear Perspectives Financial Planning held 280 shares of Netflix worth $9.67K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Netflix share count unchanged in Q1 2023.
  • Netflix made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #141 holding.
  • Clear Perspectives Financial Planning first reported a position in Netflix in Q4 2020 and has held it in 10 quarters since.
  • Clear Perspectives Financial Planning's Netflix position peaked at $17K in Q4 2021.
  • 1,923 funds tracked by Wall St. Rank held Netflix as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.