Clear Perspectives Financial Planning’s Global X US Infrastructure Development ETF PAVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $82.9K | Hold |
2,925
| – | – | 0.05% | 56 |
|
|
2022
Q4 | $77.5K | Sell |
2,925
-1,166
| -29% | -$30.9K | 0.04% | 63 |
|
|
2022
Q3 | $94K | Hold |
4,091
| – | – | 0.05% | 63 |
|
|
2022
Q2 | $93K | Hold |
4,091
| – | – | 0.04% | 68 |
|
|
2022
Q1 | $116K | Hold |
4,091
| – | – | 0.04% | 65 |
|
|
2021
Q4 | $118K | Hold |
4,091
| – | – | 0.05% | 73 |
|
|
2021
Q3 | $104K | Buy |
4,091
+625
| +18% | +$15.9K | 0.05% | 74 |
|
|
2021
Q2 | $89K | Buy |
3,466
+2,966
| +593% | +$76.2K | 0.04% | 76 |
|
|
2021
Q1 | $13K | Hold |
500
| – | – | 0.01% | 141 |
|
|
2020
Q4 | $11K | Buy |
+500
| New | +$11K | 0.01% | 141 |
|