Clear Perspectives Financial Planning, LLC First Trust Nasdaq 100 Technol Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in First Trust Nasdaq 100 Technol stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 80 shares of QTEC stock, worth $13,961. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Previous 80 -0.0%

Holding current value

$13,961

Previous $8,000 25.0%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$98.17 - $116.1 $63,319 - $74,884	-645 Reduced 88.97%	80 $8,000
Q3 2022 Nov 09, 2022	SELL	$104.86 - $137.21 $80,742 - $105,651	-770 Reduced 51.51%	725 $76,000
Q2 2022 Aug 11, 2022	SELL	$110.94 - $155.53 $130,909 - $183,525	-1,180 Reduced 44.11%	1,495 $171,000
Q1 2022 May 12, 2022	SELL	$131.75 - $175.08 $46,112 - $61,278	-350 Reduced 11.57%	2,675 $408,000
Q4 2021 Feb 09, 2022	SELL	$154.08 - $180.39 $2,311 - $2,705	-15 Reduced 0.49%	3,025 $530,000
Q3 2021 Nov 05, 2021	BUY	$153.13 - $169.06 $65,080 - $71,850	425 Added 16.25%	3,040 $480,000
Q2 2021 Aug 05, 2021	SELL	$136.79 - $159.82 $4,103 - $4,794	-30 Reduced 1.13%	2,615 $416,000
Q4 2020 Feb 01, 2021	BUY	$115.55 - $138.66 $305,629 - $366,755	2,645 New	2,645 $365,000

Others Institutions Holding QTEC

# of Institutions

373

Shares Held

14.4M

Call Options Held

Put Options Held

46.7K

View Full List

About FIRST TRUST NASDAQ 100 TECHNOL

Ticker QTEC
Sector ETFs
Industry ETFs

More about QTEC

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 First Trust Nasdaq 100 Technol Transaction History