A detailed history of Clear Perspectives Financial Planning, LLC transactions in Fidelity Covington Tr Msci Hea stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 600 shares of FHLC stock, worth $39,846. This represents 0.02% of its overall portfolio holdings.

Number of Shares
600
Previous 1,200 50.0%
Holding current value
$39,846
Previous $76,000 52.63%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

SELL
$58.86 - $64.29 $35,316 - $38,574
-600 Reduced 50.0%
600 $36,000
Q3 2022

Nov 09, 2022

BUY
$57.55 - $64.58 $69,060 - $77,496
1,200 New
1,200 $69,000

Others Institutions Holding FHLC

About FIDELITY COVINGTON TR MSCI HEA


  • Ticker FHLC
  • Sector ETFs
  • Industry ETFs
More about FHLC
Track This Portfolio

Track Clear Perspectives Financial Planning, LLC Portfolio

Follow Clear Perspectives Financial Planning, LLC and customize your updates to receive the information that matters most to you.

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.