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
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2021 Filed on Nov 05, 2021
220
N/A
BCE
Bce Inc

Communication Services
Q3 2021 Filed on Nov 05, 2021
350
$48.52 - $52.77 $17K - $18.5K
CODI
Compass Diversified Holdings

Industrials
Q3 2021 Filed on Nov 05, 2021
700
$24.12 - $31.44 $16.9K - $22K
GM
General Motors CO

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
350
$48.18 - $59.11 $16.9K - $20.7K
GSK
Gsk PLC

Healthcare
Q3 2021 Filed on Nov 05, 2021
227
$38.79 - $43.16 $8.81K - $9.8K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
126
$132.43 - $141.49 $16.7K - $17.8K
MET
Metlife Inc

Financial Services
Q3 2021 Filed on Nov 05, 2021
350
$55.86 - $63.61 $19.6K - $22.3K
Colony Credit Real Estate Inc Com Usd0.01 Cl A
Q2 2021 Filed on Aug 05, 2021
969
N/A
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2021 Filed on Aug 05, 2021
1,375
$54.57 - $54.92 $75K - $75.5K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2021 Filed on Aug 05, 2021
777
$27.33 - $37.08 $21.2K - $28.8K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2021 Filed on Aug 05, 2021
125
$135.6 - $145.73 $17K - $18.2K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q2 2021 Filed on Aug 05, 2021
400
$25.93 - $26.12 $10.4K - $10.4K
NVS
Novartis Ag

Healthcare
Q1 2021 Filed on May 06, 2021
116
$83.5 - $98.47 $9.69K - $11.4K
IEF
Ishares Barclays

ETFs
Q1 2021 Filed on May 06, 2021
11
$112.93 - $119.98 $1.24K - $1.32K
ALC
Alcon Inc

Healthcare
Q1 2021 Filed on May 06, 2021
23
$65.32 - $76.01 $1.5K - $1.75K
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q1 2021 Filed on May 06, 2021
1,549
$202.31 - $262.15 $313K - $406K
Tengasco Com
Q1 2021 Filed on May 06, 2021
40
N/A
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2021 Filed on May 06, 2021
500
$31.84 - $33.73 $15.9K - $16.9K
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