Planning Directions Inc Closed Holding Positions

Planning Directions Inc

  • $144 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2022 Filed on Aug 03, 2022
8,195
$75.37 - $81.44 $618K - $667K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Aug 03, 2022
2,587
$78.1 - $85.93 $202K - $222K
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on May 19, 2022
1,590
$114.02 - $139.04 $181K - $221K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2022 Filed on May 19, 2022
5,551
$50.66 - $56.06 $281K - $311K
DEO
Diageo PLC

Consumer Defensive
Q1 2022 Filed on May 19, 2022
912
$175.64 - $222.11 $160K - $203K
ITA
Ishares Tr

ETFs
Q2 2021 Filed on Jul 28, 2021
2,303
$102.24 - $112.9 $235K - $260K
T
At&T Inc.

Communication Services
Q4 2020 Filed on Jan 26, 2021
7,857
$20.02 - $23.76 $157K - $187K
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q2 2020 Filed on Jul 21, 2020
185,633
$24.88 - $30.65 $4.62M - $5.69M
IEFA
Ishares Tr

ETFs
Q2 2020 Filed on Jul 21, 2020
4,875
$47.43 - $60.75 $231K - $296K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q2 2020 Filed on Jul 21, 2020
94,750
$77.66 - $101.43 $7.36M - $9.61M
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2020 Filed on Jul 21, 2020
11,366
$84.03 - $113.45 $955K - $1.29M
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2020 Filed on Jul 21, 2020
26,604
$109.93 - $115.44 $2.92M - $3.07M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2020 Filed on Jul 21, 2020
84,306
$86.48 - $86.8 $7.29M - $7.32M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2020 Filed on Jul 21, 2020
51,257
$114.73 - $118.21 $5.88M - $6.06M
DVYE
Ishares Emerging Markets Divid

ETFs
Q2 2020 Filed on Jul 21, 2020
9,812
$27.43 - $34.57 $269K - $339K
INTC
Intel Corp

Technology
Q2 2020 Filed on Jul 21, 2020
26,525
$51.88 - $64.34 $1.38M - $1.71M
FISV
Fiserv Inc

Technology
Q2 2020 Filed on Jul 21, 2020
3,460
$86.19 - $109.55 $298K - $379K
MCK
Mckesson Corp

Healthcare
Q2 2020 Filed on Jul 21, 2020
2,571
$125.49 - $164.68 $323K - $423K
PWOD
Penns Woods Bancorp Inc

Financial Services
Q2 2020 Filed on Jul 21, 2020
15,477
$20.01 - $27.75 $310K - $429K
PRU
Prudential Financial Inc

Financial Services
Q2 2020 Filed on Jul 21, 2020
3,947
$46.09 - $74.73 $182K - $295K
WFC
Wells Fargo & Company

Financial Services
Q2 2020 Filed on Jul 21, 2020
7,928
$22.53 - $33.32 $179K - $264K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2020 Filed on Jul 21, 2020
19,403
$38.35 - $47.02 $744K - $912K
V
Visa Inc.

Financial Services
Q2 2020 Filed on Jul 21, 2020
1,568
$151.85 - $200.48 $238K - $314K
VZ
Verizon Communications Inc

Communication Services
Q2 2020 Filed on Jul 21, 2020
19,020
$52.92 - $58.46 $1.01M - $1.11M
OLED
Universal Display Corp Pa

Technology
Q2 2020 Filed on Jul 21, 2020
1,835
$118.31 - $165.1 $217K - $303K
UNH
Unitedhealth Group Inc

Healthcare
Q2 2020 Filed on Jul 21, 2020
2,164
$229.49 - $311.85 $497K - $675K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2020 Filed on Jul 21, 2020
1,031
$275.2 - $362.34 $284K - $374K
TGT
Target Corp

Consumer Defensive
Q2 2020 Filed on Jul 21, 2020
14,107
$92.57 - $125.2 $1.31M - $1.77M
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2020 Filed on Jul 21, 2020
4,518
$92.13 - $148.23 $416K - $670K
ROP
Roper Technologies Inc

Industrials
Q2 2020 Filed on Jul 21, 2020
2,076
$293.66 - $405.83 $610K - $843K
FDLO
Fidelity Covington Tr Low Vola

ETFs
Q2 2020 Filed on Jul 21, 2020
152,925
$29.9 - $38.39 $4.57M - $5.87M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2020 Filed on Jul 21, 2020
5,856
$59.66 - $82.42 $349K - $483K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2020 Filed on Jul 21, 2020
9,576
$122.96 - $164.1 $1.18M - $1.57M
JNJ
Johnson & Johnson

Healthcare
Q2 2020 Filed on Jul 21, 2020
8,866
$128.81 - $155.51 $1.14M - $1.38M
CSCO
Cisco Systems, Inc.

Technology
Q2 2020 Filed on Jul 21, 2020
26,187
$38.33 - $48.13 $1M - $1.26M
META
Meta Platforms, Inc.

Communication Services
Q2 2020 Filed on Jul 21, 2020
2,410
$154.18 - $242.24 $372K - $584K
APTV
Aptiv PLC

Consumer Cyclical
Q2 2020 Filed on Jul 21, 2020
4,636
$43.29 - $87.5 $201K - $406K
Alexion Pharmaceuticals Inc
Q2 2020 Filed on Jul 21, 2020
2,255
N/A
ALL
Allstate Corp

Financial Services
Q2 2020 Filed on Jul 21, 2020
2,534
$85.79 - $106.99 $217K - $271K
BAC
Bank Of America Corp

Financial Services
Q2 2020 Filed on Jul 21, 2020
10,107
$19.77 - $28.54 $200K - $288K
CZNC
Citizens & Northern Corp

Financial Services
Q2 2020 Filed on Jul 21, 2020
10,828
$16.88 - $22.75 $183K - $246K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2020 Filed on Jul 21, 2020
5,574
$41.21 - $51.19 $230K - $285K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q2 2020 Filed on Jul 21, 2020
7,721
$27.44 - $38.15 $212K - $295K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2020 Filed on Jul 21, 2020
46,882
$7.2 - $12.31 $338K - $577K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q2 2020 Filed on Jul 21, 2020
15,106
$31.69 - $36.33 $479K - $549K
ECL
Ecolab Inc.

Basic Materials
Q2 2020 Filed on Jul 21, 2020
5,246
$146.7 - $230.11 $770K - $1.21M
DHR
Danaher Corp

Healthcare
Q2 2020 Filed on Jul 21, 2020
2,787
$128.7 - $176.83 $359K - $493K
CODI
Compass Diversified Holdings

Industrials
Q2 2020 Filed on Jul 21, 2020
10,790
$12.73 - $20.79 $137K - $224K
Hexo Corp
Q1 2020 Filed on May 05, 2020
11,591
N/A
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