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Company Main View
Name:
Planned Solutions Inc.
City:
FOLSOM
State:
CA
Zip:
95630
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
2021-06-30
2021-03-31
2020-12-31
2020-09-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$203,833,000
Total Value Change :
$-9,836,000
Securities Held Change :
-485
All Securities Held :
101
New Positions
:
2
Closed Positions
:
485
Increased Positions
:
39
Unchanged Positions
:
43
Decreased Positions
:
17
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Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
AAXN
Axon Enterprise Inc
59
New
$303.43
$366,000
1,171
0.18%
366,000
1,171
0.002
Aerospace/Defense Pro...
MCK
McKesson Corp
67
New
$531.10
$289,000
538
0.14%
289,000
538
0
Drugs Wholesale
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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