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Planned Solutions’s Ponce Financial Group PDLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,203
Closed -$14.1K 477
2024
Q3
$14.1K Buy
+1,203
New +$14.1K 0.01% 415
2024
Q1
Sell
-1,200
Closed -$11.7K 414
2023
Q4
$11.7K Buy
+1,200
New +$11.7K 0.01% 405