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Company Main View
Name:
Divergent Planning LLC
City:
BETHESDA
State:
MD
Zip:
20817
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$236,690,000
Total Value Change :
$29,611,000
Securities Held Change :
2
All Securities Held :
28
New Positions
:
5
Closed Positions
:
3
Increased Positions
:
12
Unchanged Positions
:
6
Decreased Positions
:
5
Download
Free Registration Required For Full Results
Holdings Found :
3
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
CVX
Chevron Corp
31
Closed
$165.82
$0
0
0%
-247,000
-1,655
0
Integrated Oil & Gas
LNG
Cheniere Energy Inc
30
Closed
$157.07
$0
0
0%
-771,000
-4,554
0
Oil & Gas Equipment &...
NVTA
Invitae Corp
29
Closed
$0.00
$0
0
0%
-71,000
-115,386
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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