Clear Perspectives Financial Planning, LLC Invesco Qqq Trust, Series 1 Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

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 $2.62 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

5,077

Previous 5,102 0.49%

Holding current value

$2.62 Million

Previous $1.36 Million 19.96%

% of portfolio

0.91%

Previous 0.72%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,517

Shares Held

255M

Call Options Held

158M

Put Options Held

357M

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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Clear Perspectives Financial Planning, LLC Invesco Qqq Trust, Series 1 Transaction History