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  Name: PLANNING DIRECTIONS INC
  City: GLEN MILLS
  State: PA
  Zip: 19342
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 80 Closed $219.91 $0 0 0% -566,000 -3,257 0    N/A
   (CISO)1 Year Chart         CISO Ciso Global 79 Closed $0.00 $0 0 0% -12,000 -120,618 0    N/A
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS 78 Closed $157.23 $0 0 0% -249,000 -1,818 0    Closed - End Fund - E...
   (NKE)1 Year Chart         NKE Nike Inc B 77 Closed $91.67 $0 0 0% -212,000 -1,957 0    Textile - Apparel Foo...

      4 Records Found
  1    
Page 1 of 1
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