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Planned Solutions’s Factset FDS Stock Holding History

Planned Solutions’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-220
Closed -$101K – 280
2024
Q3 		$101K Buy
+220
New +$101K 0.04% 203
2024
Q1 		– Sell
-220
Closed -$105K – 239
2023
Q4 		$105K Buy
+220
New +$105K 0.05% 182