Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: PDS Planning Inc
  City: COLUMBUS
  State: OH
  Zip: 43215
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $951,785,000
  Total Value Change : $73,795,000
  Securities Held Change : 32
   
All Securities Held : 397
  New Positions : 31
  Closed Positions : 5
  Increased Positions : 271
  Unchanged Positions : 14
  Decreased Positions : 81

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 402 Closed $277.54 $0 0 0% -334,000 -859 0    CATV Systems
   (INO)1 Year Chart         INO Inovio Biomedical Corp 401 Closed $0.58 $0 0 0% -5,000 -10,000 0    Medical Instruments &...
   (KVUE)1 Year Chart         KVUE Kenvue Inc. 400 Closed $20.60 $0 0 0% -265,000 -12,331 0    N/A
   (STM)1 Year Chart         STM STMicroelectronics N.V. (ADR) 399 Closed $41.93 $0 0 0% -206,000 -4,110 0    Semiconductor- Broad...
   (HUM)1 Year Chart         HUM Humana Inc 398 Closed $355.19 $0 0 0% -268,000 -586 0    Health Care Plans

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results