Clear Perspectives Financial Planning, LLC Msci Eafe Growth ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 150 shares of EFG stock, worth $15,430. This represents 0.01% of its overall portfolio holdings.

Number of Shares

150

Previous 150 -0.0%

Holding current value

$15,430

Previous $12,000 16.67%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 09, 2022	SELL	$71.9 - $88.11 $15,099 - $18,503	-210 Reduced 58.33%	150 $11,000
Q2 2022 Aug 11, 2022	SELL	$77.95 - $97.78 $104,453 - $131,025	-1,340 Reduced 78.82%	360 $29,000
Q1 2022 May 12, 2022	SELL	$87.3 - $110.53 $357,842 - $453,062	-4,099 Reduced 70.68%	1,700 $164,000
Q4 2021 Feb 09, 2022	SELL	$105.06 - $113.44 $60,199 - $65,001	-573 Reduced 8.99%	5,799 $640,000
Q3 2021 Nov 05, 2021	SELL	$105.79 - $113.94 $109,598 - $118,041	-1,036 Reduced 13.98%	6,372 $678,000
Q2 2021 Aug 05, 2021	SELL	$102.07 - $109.39 $66,651 - $71,431	-653 Reduced 8.1%	7,408 $795,000
Q1 2021 May 06, 2021	SELL	$97.17 - $105.39 $46,738 - $50,692	-481 Reduced 5.63%	8,061 $810,000
Q4 2020 Feb 01, 2021	BUY	$86.3 - $101.51 $737,174 - $867,098	8,542 New	8,542 $862,000

Others Institutions Holding EFG

# of Institutions

1,069

Shares Held

157M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account

Clear Perspectives Financial Planning, LLC Msci Eafe Growth ETF Transaction History