Pds Planning, Inc Closed Holding Positions

Pds Planning, Inc

  • $1.1 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Polarityte Inc
Q2 2022 Filed on Jul 15, 2022
10,000
N/A
Ishares Gold Tr
Q2 2022 Filed on Jul 15, 2022
11,733
N/A
TTM
Tata Motors LTD

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
7,508
$24.12 - $30.15 $181K - $226K
AQB
Aqua Bounty Technologies, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
19,399
$1.18 - $2.04 $22.9K - $39.6K
BALL
Ball Corp

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
2,569
$63.31 - $89.84 $163K - $231K
L Brands Inc
Q2 2022 Filed on Jul 15, 2022
17,792
N/A
General Electric CO
Q2 2022 Filed on Jul 15, 2022
2,161
N/A
LFC
China Life Insurance CO LTD

Financial Services
Q2 2022 Filed on Jul 15, 2022
12,198
$6.93 - $8.64 $84.5K - $105K
NTR
Nutrien Ltd.

Basic Materials
Q2 2022 Filed on Jul 15, 2022
2,121
$78.95 - $114.5 $167K - $243K
New Oriental Ed & Technology
Q1 2022 Filed on Apr 18, 2022
13,642
N/A
World Gold Tr
Q1 2022 Filed on Apr 18, 2022
7,608
N/A
IYR
Ishares Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
1,810
$99.21 - $115.26 $180K - $209K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Jan 25, 2022
1,135
$135.09 - $284.11 $153K - $322K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Jan 25, 2022
2,870
$44.42 - $77.34 $127K - $222K
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2021 Filed on Oct 22, 2021
1,500
$110.2 - $156.64 $165K - $235K
Sk Telecom LTD
Q3 2021 Filed on Oct 22, 2021
7,605
N/A
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2021 Filed on Apr 20, 2021
4,244
$65.44 - $87.88 $278K - $373K
BYLD
Ishares Tr Yield Optimized Bd
Q1 2021 Filed on Apr 20, 2021
8,500
N/A
Antares Pharma Inc
Q3 2020 Filed on Oct 19, 2020
12,000
N/A
IDV
Ishares Tr

ETFs
Q1 2020 Filed on Apr 20, 2020
5,257
$19.58 - $34.05 $103K - $179K
RJI
Swedish Export Credit Corp

ETFs
Q1 2020 Filed on Apr 20, 2020
28,219
$3.62 - $5.46 $102K - $154K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q1 2020 Filed on Apr 20, 2020
6,640
$22.24 - $36.32 $148K - $241K
EFV
Msci Eafe Value ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
12,888
$30.99 - $50.45 $399K - $650K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q1 2020 Filed on Apr 20, 2020
5,038
$33.01 - $55.48 $166K - $280K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on Apr 20, 2020
4,744
$39.35 - $62.03 $187K - $294K
Quicklogic Corp
Q4 2019 Filed on Feb 07, 2020
12,500
N/A
TRQ.TO
Turquoise Hill Resources Ltd.

Basic Materials
Q2 2019 Filed on Aug 14, 2019
10,641
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2019 Filed on Apr 19, 2019
10,005
N/A
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2018 Filed on Feb 08, 2019
8,055
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2018 Filed on Feb 08, 2019
3,181
$56.89 - $68.07 $181K - $217K
Biocept Inc
Q3 2018 Filed on Nov 02, 2018
11,500
N/A
Navidea Biopharmaceuticals I
Q3 2018 Filed on Nov 02, 2018
35,953
N/A
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 02, 2018
6,610
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 27, 2018
6,610
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 27, 2018
31,276
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 27, 2018
6,786
N/A
Bob Evans Farms Inc
Q1 2018 Filed on May 03, 2018
3,406
N/A
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