Planning Directions’s CISO Global CISO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,041
| Closed | -$12.3K | – | 77 |
|
|
2023
Q4 | $12.3K | Sell |
8,041
-8,643
| -52% | -$13.2K | 0.01% | 69 |
|
|
2023
Q3 | $35K | Sell |
16,684
-4,849
| -23% | -$10.2K | 0.03% | 65 |
|
|
2023
Q2 | $57K | Hold |
21,533
| – | – | 0.04% | 66 |
|
|
2023
Q1 | $109K | Hold |
21,533
| – | – | 0.08% | 69 |
|
|
2022
Q4 | $824K | Buy |
+21,533
| New | +$824K | 0.63% | 27 |
|