Clear Perspectives Financial Planning’s Visa V Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$138K	Hold
2022 Q4	$127K	Hold
2022 Q3	$108K	Hold
2022 Q2	$120K	Hold
2022 Q1	$135K	Hold
2021 Q4	$132K	Buy
2021 Q3	$69K	Hold
2021 Q2	$72K	Hold
2021 Q1	$66K	Hold
2020 Q4	$68K	Buy