| |
|
|
| Name: |
Planning Capital Management Corp |
| City: |
PAOLI |
| State: |
PA |
| Zip: |
19301 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
63 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
EFT |
Eaton Vance Floating-Rate I... |
655 |
Closed |
$13.52 |
$0 |
0 |
0% |
-7,000 |
-590 |
0 |
Closed - End Fund - Debt |
|
|
IHI |
iShares Dow Jones US Medica... |
694 |
Closed |
$55.62 |
$0 |
0 |
0% |
-11,000 |
-196 |
0 |
Closed - End Fund - E... |
|
|
SWKS |
Skyworks Solutions Inc |
680 |
Closed |
$94.42 |
$0 |
0 |
0% |
-2,000 |
-14 |
0 |
Semiconductor - Integ... |
|
|
EGIO |
Edgio, Inc |
713 |
Closed |
$10.13 |
$0 |
0 |
0% |
-1,000 |
-3,846 |
0 |
Business Services |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
663 |
Closed |
$34.07 |
$0 |
0 |
0% |
-6,000 |
-184 |
0 |
Closed - End Fund - E... |
|
|
MGK |
Vanguard Mega Cap 300 Gr In... |
700 |
Closed |
$277.92 |
$0 |
0 |
0% |
-9,000 |
-36 |
0 |
Closed - End Fund - E... |
|
|
VYM |
Vanguard High Dividend Yiel... |
639 |
Closed |
$120.30 |
$0 |
0 |
0% |
-104,000 |
-935 |
0 |
Closed - End Fund - Debt |
|
|
BK |
Bank of New York Mellon Corp |
686 |
Closed |
$58.35 |
$0 |
0 |
0% |
-6,000 |
-116 |
0 |
Domestic Money Center... |
|
|
DXCM |
DexCom Inc |
672 |
Closed |
$125.97 |
$0 |
0 |
0% |
-37,000 |
-299 |
0 |
Medical Instruments &... |
|
|
SLB |
Schlumberger Ltd |
706 |
Closed |
$48.62 |
$0 |
0 |
0% |
-4,000 |
-72 |
0 |
Oil & Gas Equipment &... |
|
|
FXZ |
First Trust Materials AlphaDEX |
649 |
Closed |
$70.24 |
$0 |
0 |
0% |
-66,000 |
-950 |
0 |
N/A |
|
|
IYE |
iShares Tr Enrgy Sector Indx |
693 |
Closed |
$49.07 |
$0 |
0 |
0% |
-2,000 |
-50 |
0 |
Closed - End Fund - E... |
|
|
XLV |
SPDR Select Sector Health |
679 |
Closed |
$144.06 |
$0 |
0 |
0% |
-55,000 |
-400 |
0 |
Closed - End Fund - E... |
|
|
SMH |
Vaneck Vectors Semiconducto... |
712 |
Closed |
$208.63 |
$0 |
0 |
0% |
-79,000 |
-454 |
0 |
N/A |
|
|
JUPW |
Jupiter Wellness, Inc. |
662 |
Closed |
$1.36 |
$0 |
0 |
0% |
-1,000 |
-173 |
0 |
N/A |
|
|
ESGV |
Vanguard Esg Us Stock Etf |
699 |
Closed |
$0.00 |
$0 |
0 |
0% |
-6,000 |
-71 |
0 |
N/A |
|
|
VCLT |
Vanguard Long-Term Corpora |
638 |
Closed |
$75.73 |
$0 |
0 |
0% |
-46,000 |
-568 |
0 |
Closed - End Fund - Debt |
|
|
ASML |
ASML Holding N.V. (ADR) |
685 |
Closed |
$0.00 |
$0 |
0 |
0% |
-11,000 |
-15 |
0 |
Semiconductor Equipme... |
|
|
DVN |
Devon Energy Corp |
668 |
Closed |
$49.83 |
$0 |
0 |
0% |
-14,000 |
-300 |
0 |
Independent Oil & Gas |
|
|
XLI |
SPDR Industrial Sector |
705 |
Closed |
$125.12 |
$0 |
0 |
0% |
-6,000 |
-51 |
0 |
Closed - End Fund - E... |
|
|
OCCI |
Ofs Credit Company, Inc. |
647 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-70 |
0 |
N/A |
|
|
IWF |
iShares Russell 1000 Growth |
692 |
Closed |
$338.57 |
$0 |
0 |
0% |
-191,000 |
-630 |
0 |
Closed - End Fund - E... |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
678 |
Closed |
$154.61 |
$0 |
0 |
0% |
-3,000 |
-21 |
0 |
Closed - End Fund - E... |
|
|
CIBR |
First Trust Nasdaq Cea Cybe... |
711 |
Closed |
$0.00 |
$0 |
0 |
0% |
-54,000 |
-1,000 |
0 |
N/A |
|
|
SAFE |
Safehold Inc |
661 |
Closed |
$20.36 |
$0 |
0 |
0% |
-7,000 |
-279 |
0 |
N/A |
|
|
VDE |
Vanguard Energy VIPERS |
698 |
Closed |
$131.02 |
$0 |
0 |
0% |
-8,000 |
-69 |
0 |
Closed - End Fund - E... |
|
|
VCIT |
Vanguard Intermediate-Term |
637 |
Closed |
$79.36 |
$0 |
0 |
0% |
-66,000 |
-813 |
0 |
Closed - End Fund - Debt |
|
|
SER |
Serina Therapeutics, Inc |
684 |
Closed |
$9.24 |
$0 |
0 |
0% |
0 |
-10 |
0 |
N/A |
|
|
CAG |
ConAgra Foods Inc |
667 |
Closed |
$31.00 |
$0 |
0 |
0% |
-4,000 |
-128 |
0 |
Food - Major Diversified |
|
|
STLD |
Steel Dynamics Inc |
704 |
Closed |
$135.07 |
$0 |
0 |
0% |
-8,000 |
-70 |
0 |
Steel & Iron |
|
|
OXY |
Occidental Petroleum Corp |
646 |
Closed |
$63.06 |
$0 |
0 |
0% |
-4,000 |
-68 |
0 |
Independent Oil & Gas |
|
|
EWA |
iShares MSCI-Australia |
691 |
Closed |
$24.66 |
$0 |
0 |
0% |
-12,000 |
-475 |
0 |
Closed - End Fund - E... |
|
|
FSLY |
Fastly, Inc. |
676 |
Closed |
$9.07 |
$0 |
0 |
0% |
-1,000 |
-38 |
0 |
N/A |
|
|
FNV |
Franco-Nevada Corp |
710 |
Closed |
$126.75 |
$0 |
0 |
0% |
-9,000 |
-77 |
0 |
Gold |
|
|
RSG |
Republic Services Inc |
660 |
Closed |
$187.34 |
$0 |
0 |
0% |
-7,000 |
-42 |
0 |
Waste Management |
|
|
DON |
Wisdom Tree Trust MidCap Di... |
697 |
Closed |
$46.58 |
$0 |
0 |
0% |
-22,000 |
-485 |
0 |
Closed - End Fund - E... |
|
|
SCHF |
Schwab Strategic Trust |
636 |
Closed |
$39.40 |
$0 |
0 |
0% |
-5,000 |
-129 |
0 |
Closed - End Fund - Debt |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
683 |
Closed |
$166.73 |
$0 |
0 |
0% |
-3,000 |
-16 |
0 |
Closed - End Fund - E... |
|
|
BLUE |
Bluebird Bio, Inc. |
666 |
Closed |
$1.07 |
$0 |
0 |
0% |
0 |
-48 |
0 |
Biotechnology |
|
|
UAA |
Under Armour Inc |
703 |
Closed |
$6.83 |
$0 |
0 |
0% |
-14,000 |
-1,581 |
0 |
Textile - Apparel Clo... |
|
|
FXO |
First Trust Financials Alph... |
645 |
Closed |
$47.26 |
$0 |
0 |
0% |
-69,000 |
-1,600 |
0 |
Closed - End Fund - Debt |
|
|
IAU |
iShares COMEX Gold Trust |
690 |
Closed |
$44.57 |
$0 |
0 |
0% |
-6,000 |
-150 |
0 |
Closed - End Fund - E... |
|
|
EVCM |
Evercommerce Inc. |
675 |
Closed |
$10.38 |
$0 |
0 |
0% |
0 |
-2 |
0 |
N/A |
|
|
GRWG |
Growgeneration Corp. |
709 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-10 |
0 |
N/A |
|
|
PSQ |
ProShares Short QQQ |
659 |
Closed |
$8.82 |
$0 |
0 |
0% |
-319,000 |
-33,700 |
0 |
Closed - End Fund - Debt |
|
|
F |
Ford Motor Co |
696 |
Closed |
$12.50 |
$0 |
0 |
0% |
-6,000 |
-468 |
0 |
Auto Manufacturers |
|
|
PPA |
Invesco Aerospace & Defense... |
682 |
Closed |
$104.31 |
$0 |
0 |
0% |
-65,000 |
-700 |
0 |
Closed - End Fund - Debt |
|
|
ABX |
Barrick Gold Corp (USA) |
665 |
Closed |
$17.15 |
$0 |
0 |
0% |
-5,000 |
-286 |
0 |
Gold |
|
|
TOT |
TOTAL S.A. (ADR) |
702 |
Closed |
$73.97 |
$0 |
0 |
0% |
-7,000 |
-100 |
0 |
Integrated Oil & Gas |
|
|
LHX |
L3harris Technologies Inc |
641 |
Closed |
$221.13 |
$0 |
0 |
0% |
-42,000 |
-200 |
0 |
Communication Equipment |
|
|
NVDS |
Axs 1.25x Nvda Bear Daily Etf |
689 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,000 |
-100 |
0 |
N/A |
|
|
VIS |
Vanguard Industrials ETF |
674 |
Closed |
$242.40 |
$0 |
0 |
0% |
-16,000 |
-73 |
0 |
Closed - End Fund - E... |
|
|
MRO |
Marathon Oil Corp |
708 |
Closed |
$26.57 |
$0 |
0 |
0% |
-3,000 |
-108 |
0 |
Oil & Gas Refining, P... |
|
|
ONCY |
Oncolytics Biotech Inc |
658 |
Closed |
$1.18 |
$0 |
0 |
0% |
0 |
-215 |
0 |
Drug Manufacturers - ... |
|
|
IYW |
iShares Trust DJ US Sector |
695 |
Closed |
$135.65 |
$0 |
0 |
0% |
-33,000 |
-266 |
0 |
Closed - End Fund - E... |
|
|
HHH |
Howard Hughes Corp |
681 |
Closed |
$67.66 |
$0 |
0 |
0% |
-1,000 |
-6 |
0 |
REIT - Diversified |
|
|
GXF |
Global X Funds |
714 |
Closed |
$26.17 |
$0 |
0 |
0% |
-10,000 |
-388 |
0 |
Closed - End Fund - Debt |
|
|
MOH |
Molina Healthcare Inc |
664 |
Closed |
$349.97 |
$0 |
0 |
0% |
-4,000 |
-10 |
0 |
Health Care Plans |
|
|
VTV |
Vanguard Value VIPERS |
701 |
Closed |
$161.93 |
$0 |
0 |
0% |
-2,000 |
-12 |
0 |
Closed - End Fund - E... |
|
|
NUE |
Nucor Corp |
640 |
Closed |
$172.62 |
$0 |
0 |
0% |
-22,000 |
-124 |
0 |
Steel & Iron |
|
|
RPV |
Invesco S&P 500 Pure Value ETF |
688 |
Closed |
$86.58 |
$0 |
0 |
0% |
-364,000 |
-4,433 |
0 |
Closed - End Fund - E... |
|
|
DFS |
Discover Financial Services |
673 |
Closed |
$124.27 |
$0 |
0 |
0% |
-80,000 |
-710 |
0 |
Credit Services |
|
|
SCHW |
Charles Schwab Corp |
707 |
Closed |
$77.07 |
$0 |
0 |
0% |
-4,000 |
-58 |
0 |
Investment Brokerage ... |
|
