Clear Perspectives Financial Planning, LLC Invesco ETF Tr Ii Solar ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Invesco ETF Tr Ii Solar ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 310 shares of TAN stock, worth $12,539. This represents 0.01% of its overall portfolio holdings.

Number of Shares

310

Previous 250 24.0%

Holding current value

$12,539

Previous $18,000 33.33%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$69.41 - $82.63 $4,164 - $4,957	60 Added 24.0%	310 $24,000
Q4 2022 Feb 13, 2023	SELL	$71.21 - $83.98 $12,461 - $14,696	-175 Reduced 41.18%	250 $18,000
Q3 2022 Nov 09, 2022	BUY	N/A	330 Added 347.37%	425 $31,000
Q2 2022 Aug 11, 2022	SELL	N/A	-100 Reduced 51.28%	95 $7,000
Q1 2021 May 06, 2021	BUY	N/A	95 Added 95.0%	195 $18,000

Q4 2020 Feb 01, 2021	BUY	N/A	100 New	100 $10,000

Others Institutions Holding TAN

# of Institutions

297

Shares Held

11M

Call Options Held

3.34M

Put Options Held

2.74M

View Full List

About INVESCO ETF TR II SOLAR ETF

Ticker TAN
Sector ETFs
Industry ETFs

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Clear Perspectives Financial Planning, LLC Invesco ETF Tr Ii Solar ETF Transaction History