Clear Perspectives Financial Planning’s iShares S&P 100 ETF OEF Stock Holding History

Clear Perspectives Financial Planning’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.07M	Sell
2022 Q4	$999K	Hold
2022 Q3	$951K	Hold
2022 Q2	$1.01M	Sell
2022 Q1	$1.25M	Buy
2021 Q4	$1.28M	Sell
2021 Q3	$1.16M	Hold
2021 Q2	$1.15M	Hold
2021 Q1	$1.05M	Hold
2020 Q4	$1.01M	Buy