Clear Perspectives Financial Planning, LLC RSP Holdings History
Clear Perspectives Financial Planning, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2023-03-31, Clear Perspectives Financial Planning, LLC held 101,050.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $14.61 Mil. This investment constitutes 8.19% of their stock portfolio, and Clear Perspectives Financial Planning, LLC now holds 0.04% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2020Q4. And since then Clear Perspectives Financial Planning, LLC has made 5 purchases of RSP, at an average price of $133.67, for a total of 134,310.00 shares. In addition, there have been 4 sales at an average price of $142.02 for 33,260.00 shares. Based on historical transaction data and RSP's current price of $183.55, Clear Perspectives Financial Planning, LLC's estimated gain on his RSP holdings is $5.32 Mil, reflecting a 29.62% gain to date.
Clear Perspectives Financial Planning, LLC RSP ($183.55) Holding Chart
Clear Perspectives Financial Planning, LLC RSP ($183.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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