Clear Perspectives Financial Planning, LLC Ishares Msci Kld 400 Social Et Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 7,626 shares of DSI stock, worth $842,062. This represents 0.33% of its overall portfolio holdings.

Number of Shares

7,626

Previous 7,546 1.06%

Holding current value

$842,062

Previous $541,000 9.8%

% of portfolio

0.33%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$71.07 - $79.2 $5,685 - $6,336	80 Added 1.06%	7,626 $594,000
Q4 2022 Feb 13, 2023	SELL	$66.36 - $76.94 $5,839 - $6,770	-88 Reduced 1.15%	7,546 $541,000
Q2 2022 Aug 11, 2022	SELL	$69.6 - $87.62 $529,656 - $666,788	-7,610 Reduced 49.92%	7,634 $549,000
Q1 2022 May 12, 2022	BUY	$79.44 - $93.34 $30,504 - $35,842	384 Added 2.58%	15,244 $1.32 Million
Q4 2021 Feb 09, 2022	BUY	$83.4 - $93.49 $160,545 - $179,968	1,925 Added 14.88%	14,860 $1.38 Million
Q3 2021 Nov 05, 2021	BUY	$82.17 - $87.81 $10,271 - $10,976	125 Added 0.98%	12,935 $1.08 Million
Q2 2021 Aug 05, 2021	BUY	$77.33 - $82.83 $89,393 - $95,751	1,156 Added 9.92%	12,810 $1.06 Million
Q4 2020 Feb 01, 2021	BUY	$62.23 - $71.54 $725,228 - $833,727	11,654 New	11,654 $834,000

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

Put Options Held

800

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Clear Perspectives Financial Planning, LLC Ishares Msci Kld 400 Social Et Transaction History