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Company Main View
Name:
PLANNING DIRECTIONS INC
City:
GLEN MILLS
State:
PA
Zip:
19342
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$143,937,000
Total Value Change :
$3,750,000
Securities Held Change :
7
All Securities Held :
76
New Positions
:
11
Closed Positions
:
4
Increased Positions
:
33
Unchanged Positions
:
2
Decreased Positions
:
30
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
VPU
Vanguard Utilities VIPERS
78
Closed
$157.23
$0
0
0%
-249,000
-1,818
0
Closed - End Fund - E...
NKE
Nike Inc B
77
Closed
$91.67
$0
0
0%
-212,000
-1,957
0
Textile - Apparel Foo...
COIN
Coinbase Global, Inc.
80
Closed
$219.91
$0
0
0%
-566,000
-3,257
0
N/A
CISO
Ciso Global
79
Closed
$0.00
$0
0
0%
-12,000
-120,618
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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