Clear Perspectives Financial Planning, LLC Closed Holding Positions

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q2 2022 Filed on Aug 11, 2022
1,958
$46.81 - $48.49 $91.7K - $94.9K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
402
$61.48 - $74.59 $24.7K - $30K
DX
Dynex Capital Inc

Real Estate
Q2 2022 Filed on Aug 11, 2022
4,700
$14.04 - $16.72 $66K - $78.6K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 11, 2022
780
$61.64 - $74.67 $48.1K - $58.2K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 11, 2022
997
$31.92 - $38.05 $31.8K - $37.9K
FE
Firstenergy Corp

Utilities
Q2 2022 Filed on Aug 11, 2022
71
$35.91 - $48.46 $2.55K - $3.44K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q2 2022 Filed on Aug 11, 2022
6,445
$28.62 - $30.13 $184K - $194K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2022 Filed on Aug 11, 2022
52
$5.8 - $10.48 $302 - $545
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 11, 2022
103
$70.23 - $108.41 $7.23K - $11.2K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q2 2022 Filed on Aug 11, 2022
670
$67.4 - $80.52 $45.2K - $53.9K
CX
Cemex Sab De Cv

Basic Materials
Q2 2022 Filed on Aug 11, 2022
1,500
$3.32 - $5.29 $4.98K - $7.94K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2022 Filed on Aug 11, 2022
88
$54.1 - $72.84 $4.76K - $6.41K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
414
$23.28 - $24.82 $9.64K - $10.3K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
57,716
$55.59 - $60.15 $3.21M - $3.47M
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2022 Filed on Aug 11, 2022
14,928
$48.73 - $49.59 $727K - $740K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2022 Filed on Aug 11, 2022
400
$93.11 - $101.59 $37.2K - $40.6K
WFC
Wells Fargo & Company

Financial Services
Q2 2022 Filed on Aug 11, 2022
109
$37.43 - $49.33 $4.08K - $5.38K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
300
$105.82 - $134.76 $31.7K - $40.4K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 12, 2022
18,724
$77.77 - $81.19 $1.46M - $1.52M
SMB
Vaneck Short Muni ETF

ETFs
Q1 2022 Filed on May 12, 2022
9,038
$17.07 - $17.88 $154K - $162K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on May 12, 2022
3,816
$29.62 - $30.41 $113K - $116K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2022 Filed on May 12, 2022
69,875
$55.42 - $68.99 $3.87M - $4.82M
DEA
Easterly Government Properties, Inc.

Real Estate
Q1 2022 Filed on May 12, 2022
51
$20.15 - $23.4 $1.03K - $1.19K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2022 Filed on May 12, 2022
70
$81.07 - $115.44 $5.67K - $8.08K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2022 Filed on May 12, 2022
252
$39.54 - $42.64 $9.96K - $10.7K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 12, 2022
133
$35.69 - $43.02 $4.75K - $5.72K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2022 Filed on May 12, 2022
1,050
$25.61 - $30.82 $26.9K - $32.4K
ONL
Orion Office Reit Inc.

Real Estate
Q1 2022 Filed on May 12, 2022
6
$14.0 - $18.74 $84 - $112
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on May 12, 2022
532
$13.13 - $14.91 $6.99K - $7.93K
SNSR
Global X Fds Internet Of Thing

ETFs
Q1 2022 Filed on May 12, 2022
1,650
$30.47 - $39.35 $50.3K - $64.9K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2022 Filed on May 12, 2022
700
$53.94 - $70.26 $37.8K - $49.2K
PDI
Pimco Dynamic Income Fund

Financial Services
Q1 2022 Filed on May 12, 2022
101
$22.11 - $26.52 $2.23K - $2.68K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2022 Filed on May 12, 2022
272
$78.72 - $84.18 $21.4K - $22.9K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q1 2022 Filed on May 12, 2022
12,155
$49.19 - $51.02 $598K - $620K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q1 2022 Filed on May 12, 2022
8,075
$53.11 - $62.8 $429K - $507K
Discovery Inc Com
Q1 2022 Filed on May 12, 2022
509
N/A
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2022 Filed on May 12, 2022
434
$33.91 - $36.04 $14.7K - $15.6K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2022 Filed on May 12, 2022
1
$43.43 - $60.13 $43.4 - $60.1
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2022 Filed on May 12, 2022
820
$39.91 - $45.5 $32.7K - $37.3K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on May 12, 2022
20
$163.19 - $210.31 $3.26K - $4.21K
SUB
Ishares Short Term National Mu

ETFs
Q1 2022 Filed on May 12, 2022
350
$104.46 - $107.34 $36.6K - $37.6K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2022 Filed on May 12, 2022
125
$53.45 - $62.56 $6.68K - $7.82K
QIPT
Quipt Home Medical Corp.

Healthcare
Q4 2021 Filed on Feb 09, 2022
125
$5.18 - $6.83 $648 - $854
EFV
Msci Eafe Value ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
32
$48.8 - $52.57 $1.56K - $1.68K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2021 Filed on Feb 09, 2022
26
$70.21 - $77.4 $1.83K - $2.01K
General Electric CO Com
Q3 2021 Filed on Nov 05, 2021
10
N/A
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2021 Filed on Nov 05, 2021
200
$116.12 - $117.94 $23.2K - $23.6K
VDE
Vanguard Energy ETF

ETFs
Q3 2021 Filed on Nov 05, 2021
153
$63.79 - $77.26 $9.76K - $11.8K
VLO
Valero Energy Corp

Energy
Q3 2021 Filed on Nov 05, 2021
280
$60.2 - $78.07 $16.9K - $21.9K
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