CPL
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Capital & Planning LLC’s Gartner IT Stock Holding History

Capital & Planning LLC’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30
Closed -$14.5K – 103
2024
Q4 		$14.5K Buy
+30
New +$14.5K 0.01% 82