PS
Planned Solutions’s CoreCard CCRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-700
| Closed | -$10.2K | – | 190 |
|
|
2024
Q3 | $10.2K | Buy |
+700
| New | +$10.2K | ﹤0.01% | 446 |
|
|
2024
Q1 | – | Sell |
-700
| Closed | -$9.68K | – | 166 |
|
|
2023
Q4 | $9.68K | Buy |
+700
| New | +$9.68K | ﹤0.01% | 426 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$40K | – | 115 |
|
|
2020
Q4 | $40K | Buy |
+1,000
| New | +$40K | 0.03% | 228 |
|