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  Name: S.E.E.D. Planning Group LLC
  City: BINGHAMTON
  State: NY
  Zip: 13901
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $273,879,000
  Total Value Change : $25,755,000
  Securities Held Change : -10
   
All Securities Held : 75
  New Positions : 5
  Closed Positions : 15
  Increased Positions : 37
  Unchanged Positions : 6
  Decreased Positions : 27

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Holdings Found : 15     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
   (PFE)1 Year Chart         PFE Pfizer Inc 80 Closed $28.01 $0 0 0% -201,000 -6,968 0    Drug Manufacturers - ...
   (INTC)1 Year Chart         INTC Intel Corp 86 Closed $29.85 $0 0 0% -824,000 -16,407 0    Semiconductor- Broad...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 79 Closed $0.00 $0 0 0% -209,000 -3,800 0    N/A
   (MPLX)1 Year Chart         MPLX Mplx Lp 85 Closed $41.51 $0 0 0% -206,000 -5,600 0    Oil & Gas Pipelines &...
   (RF)1 Year Chart         RF Regions Financial Corp 78 Closed $19.83 $0 0 0% -213,000 -11,000 0    Domestic Regional Banks
   (GOGL)1 Year Chart         GOGL Golden Ocean Group Limited 84 Closed $14.98 $0 0 0% -215,000 -22,000 0    Water Transportation
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 90 Closed $57.77 $0 0 0% -215,000 -4,000 0    N/A
   (CPG)1 Year Chart         CPG Crescent Point Energy Trust 77 Closed $8.70 $0 0 0% -194,000 -28,000 0    N/A
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 83 Closed $21.04 $0 0 0% -3,081,000 -147,526 0    N/A
   (BCS)1 Year Chart         BCS Barclays Plc (ADR) 89 Closed $10.79 $0 0 0% -236,000 -30,000 0    Foreign Money Center ...
   (OKE)1 Year Chart         OKE ONEOK Inc 76 Closed $80.07 $0 0 0% -268,000 -3,810 0    Gas Utilities
   (ALB)1 Year Chart         ALB Albemarle Corp 82 Closed $129.62 $0 0 0% -289,000 -2,000 0    Synthetics
   (CLF)1 Year Chart         CLF Cleveland-Cliffs Inc 88 Closed $17.32 $0 0 0% -204,000 -10,000 0    Steel & Iron
   (IMFL)1 Year Chart         IMFL Invesco International Devel... 81 Closed $0.00 $0 0 0% -201,000 -8,000 0    N/A
   (DHI)1 Year Chart         DHI DR Horton Inc 87 Closed $149.97 $0 0 0% -365,000 -2,400 0    Residential Construct...
      15 Records Found
  1    
Page 1 of 1
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