Planned Solutions, Inc. Closed Holding Positions

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WWD
Woodward, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
400
$110.7 - $127.12 $44.3K - $50.8K
CSIQ
Canadian Solar Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
1,200
$39.61 - $64.15 $47.5K - $77K
LBRDA
Liberty Broadband Corp

Communication Services
Q1 2021 Filed on Apr 29, 2021
25
$140.47 - $154.66 $3.51K - $3.87K
AINC
Ashford Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
2
$6.67 - $10.91 $13.3 - $21.8
AQMS
Aqua Metals, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
4,000
$3.33 - $7.22 $13.3K - $28.9K
LYG
Lloyds Banking Group PLC

Financial Services
Q1 2021 Filed on Apr 29, 2021
3,000
$1.76 - $2.33 $5.28K - $6.99K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
150
$324.34 - $379.06 $48.7K - $56.9K
RGLD
Royal Gold Inc

Basic Materials
Q1 2021 Filed on Apr 29, 2021
450
$102.15 - $111.05 $46K - $50K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
100
$57.11 - $67.92 $5.71K - $6.79K
Momo Inc Adr
Q1 2021 Filed on Apr 29, 2021
300
N/A
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
100
$484.93 - $580.11 $48.5K - $58K
BWA
Borgwarner Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,500
$38.06 - $50.55 $57.1K - $75.8K
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
336
$2.92 - $5.06 $981 - $1.7K
Flexion Therapeutics Inc Com
Q1 2021 Filed on Apr 29, 2021
500
N/A
SBLK
Star Bulk Carriers Corp.

Industrials
Q1 2021 Filed on Apr 29, 2021
600
$8.86 - $16.87 $5.32K - $10.1K
HXL
Hexcel Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
900
$43.66 - $64.16 $39.3K - $57.7K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q1 2021 Filed on Apr 29, 2021
800
$10.65 - $12.0 $8.52K - $9.6K
NOW
Service Now, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
100
$464.05 - $594.47 $46.4K - $59.4K
LHX
L3 Harris Technologies, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
25
$171.51 - $203.08 $4.29K - $5.08K
Gaslog LTD Shs
Q1 2021 Filed on Apr 29, 2021
800
N/A
CLVS
Clovis Oncology, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
1,000
$4.81 - $10.34 $4.81K - $10.3K
Cyrusone Inc Com
Q1 2021 Filed on Apr 29, 2021
200
N/A
RRC
Range Resources Corp

Energy
Q1 2021 Filed on Apr 29, 2021
500
$7.13 - $11.47 $3.57K - $5.74K
VTOL
Bristow Group Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
218
$24.21 - $29.93 $5.28K - $6.52K
INFN
Infinera Corp

Technology
Q1 2021 Filed on Apr 29, 2021
100
$8.25 - $10.7 $825 - $1.07K
CVM
Cel Sci Corp

Healthcare
Q1 2021 Filed on Apr 29, 2021
500
$12.0 - $27.64 $6K - $13.8K
Kirkland Lake Gold LTD Com
Q1 2021 Filed on Apr 29, 2021
100
N/A
AMBC
Ambac Financial Group Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
2,000
$14.23 - $18.42 $28.5K - $36.8K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
1,300
$51.26 - $70.12 $66.6K - $91.2K
ATCO
Atlas Corp.

Financial Services
Q1 2021 Filed on Apr 29, 2021
400
$10.62 - $14.64 $4.25K - $5.86K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
20
$87.57 - $119.4 $1.75K - $2.39K
MATV
Schweitzer Mauduit International Inc

Basic Materials
Q1 2021 Filed on Apr 29, 2021
1,000
$37.14 - $50.52 $37.1K - $50.5K
FSLR
First Solar, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
50
$71.45 - $107.53 $3.57K - $5.38K
PARA
Paramount Global

Communication Services
Q1 2021 Filed on Apr 29, 2021
3,000
$36.6 - $100.34 $110K - $301K
SONO
Sonos Inc

Technology
Q1 2021 Filed on Apr 29, 2021
50
$23.24 - $43.09 $1.16K - $2.15K
BA
Boeing CO

Industrials
Q1 2021 Filed on Apr 29, 2021
107
$194.03 - $269.19 $20.8K - $28.8K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q1 2021 Filed on Apr 29, 2021
1,500
$38.43 - $49.36 $57.6K - $74K
ILMN
Illumina, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
11
$361.28 - $504.76 $3.97K - $5.55K
CTVA
Corteva, Inc.

Basic Materials
Q1 2021 Filed on Apr 29, 2021
100
$38.35 - $47.91 $3.84K - $4.79K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
2
$72.06 - $83.7 $144 - $167
TDS
Telephone & Data Systems Inc

Communication Services
Q1 2021 Filed on Apr 29, 2021
3,000
$17.89 - $23.4 $53.7K - $70.2K
American Intl Group Inc Wt Exp 011921
Q1 2021 Filed on Apr 29, 2021
3
N/A
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
1,000
$125.66 - $149.17 $126K - $149K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
104
$8.06 - $9.39 $838 - $977
ITA
Ishares Tr

ETFs
Q1 2021 Filed on Apr 29, 2021
320
$89.08 - $106.06 $28.5K - $33.9K
BEPC
Brookfield Renewable Corp

Utilities
Q1 2021 Filed on Apr 29, 2021
375
$41.25 - $62.4 $15.5K - $23.4K
RKT
Rocket Companies, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
100
$19.35 - $41.6 $1.94K - $4.16K
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
12
$139.89 - $172.72 $1.68K - $2.07K
K
Kellogg CO

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
278
$56.86 - $64.95 $15.8K - $18.1K
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