A detailed history of Clear Perspectives Financial Planning, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 5,077 shares of QQQ stock, worth $2.43 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
5,077
Previous 5,102 0.49%
Holding current value
$2.43 Million
Previous $1.36 Million 19.96%
% of portfolio
0.91%
Previous 0.72%

Shares

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

May 11, 2023

SELL
$261.58 - $320.93 $6,539 - $8,023
-25 Reduced 0.49%
5,077 $1.63 Million
Q4 2022

Feb 13, 2023

SELL
$260.1 - $293.72 $43,176 - $48,757
-166 Reduced 3.15%
5,102 $1.36 Million
Q3 2022

Nov 09, 2022

SELL
$267.26 - $333.06 $212,471 - $264,782
-795 Reduced 13.11%
5,268 $1.41 Million
Q2 2022

Aug 11, 2022

SELL
$271.39 - $369.3 $397,857 - $541,393
-1,466 Reduced 19.47%
6,063 $1.7 Million
Q1 2022

May 12, 2022

SELL
$318.17 - $401.68 $134,585 - $169,910
-423 Reduced 5.32%
7,529 $2.73 Million
Q4 2021

Feb 09, 2022

SELL
$352.62 - $403.99 $17,983 - $20,603
-51 Reduced 0.64%
7,952 $3.16 Million
Q3 2021

Nov 05, 2021

SELL
$354.57 - $382.11 $48,576 - $52,349
-137 Reduced 1.68%
8,003 $2.87 Million
Q2 2021

Aug 05, 2021

SELL
$316.89 - $354.99 $6,971 - $7,809
-22 Reduced 0.27%
8,140 $2.89 Million
Q1 2021

May 06, 2021

SELL
$299.94 - $336.45 $1.86 Million - $2.09 Million
-6,205 Reduced 43.19%
8,162 $2.61 Million
Q4 2020

Feb 01, 2021

BUY
$269.38 - $313.74 $3.87 Million - $4.51 Million
14,367 New
14,367 $4.51 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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