Clear Perspectives Financial Planning, LLC Invesco ETF Tr Ii Solar ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Invesco ETF Tr Ii Solar ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 310 shares of TAN stock, worth $8,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares

310

Previous 250 24.0%

Holding current value

$8,943

Previous $18,000 33.33%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$69.41 - $82.63 $4,164 - $4,957	60 Added 24.0%	310 $24,000
Q4 2022 Feb 13, 2023	SELL	$64.86 - $83.98 $11,350 - $14,696	-175 Reduced 41.18%	250 $18,000
Q3 2022 Nov 09, 2022	BUY	$69.71 - $90.13 $23,004 - $29,742	330 Added 347.37%	425 $31,000
Q2 2022 Aug 11, 2022	SELL	$57.59 - $79.41 $5,759 - $7,941	-100 Reduced 51.28%	95 $7,000
Q1 2021 May 06, 2021	BUY	$81.15 - $121.94 $7,709 - $11,584	95 Added 95.0%	195 $18,000
Q4 2020 Feb 01, 2021	BUY	$66.59 - $104.0 $6,659 - $10,400	100 New	100 $10,000

Others Institutions Holding TAN

# of Institutions

257

Shares Held

11.1M

Call Options Held

3.24M

Put Options Held

2.32M

View Full List

About INVESCO ETF TR II SOLAR ETF

Ticker TAN
Sector ETFs
Industry ETFs

More about TAN

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 Invesco ETF Tr Ii Solar ETF Transaction History