PS
Planned Solutions’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,375
| Closed | -$122K | – | 565 |
|
|
2024
Q3 | $122K | Buy |
+1,375
| New | +$122K | 0.05% | 171 |
|
|
2024
Q1 | – | Sell |
-1,375
| Closed | -$107K | – | 492 |
|
|
2023
Q4 | $107K | Buy |
+1,375
| New | +$107K | 0.05% | 179 |
|
|
2021
Q1 | – | Sell |
-900
| Closed | -$66K | – | 362 |
|
|
2020
Q4 | $66K | Hold |
900
| – | – | 0.05% | 160 |
|
|
2020
Q3 | $53K | Buy |
+900
| New | +$53K | 0.05% | 143 |
|