PDS PLANNING, INC – Transaction History
PDS PLANNING, INC portfolio value:
221,000
portfolio value
PDS PLANNING, INC quarter portfolio value change:
-8.57%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -21K | 4.36K | ||
| Q2 2022 | share | Decrease | -4.05% | -184 shares | -35K | 4.36K | |
| Q1 2022 | share | Decrease | -6.56% | -319 shares | -29K | 4.54K | |
| Q4 2021 | share | Decrease | -1.60% | -79 shares | -4K | 4.86K | |
| Q3 2021 | share | Decrease | -0.96% | -48 shares | -10K | 4.94K | |
| Q2 2021 | share | Decrease | -0.79% | -40 shares | 2K | 4.99K | |
| Q1 2021 | share | 0.00% | 0 shares | 11K | 5.03K | ||
| Q4 2020 | share | Decrease | -26.39% | -1.80K shares | -70K | 5.03K | |
| Q3 2020 | share | 0.00% | 0 shares | 22K | 6.83K | ||
| Q2 2020 | share | Decrease | -14.16% | -1.12K shares | -19K | 6.83K | |
| Q1 2020 | share | Decrease | -37.06% | -4.69K shares | -368K | 7.96K | |
| Q4 2019 | share | Increase | +6.06% | 723 shares | 61K | 12.65K | |
| Q3 2019 | share | 0.00% | 0 shares | -21K | 11.93K | ||
| Q2 2019 | share | Increase | +46.36% | 3.77K shares | 219K | 11.93K | |
| Q1 2019 | share | Increase | +23.72% | 1.56K shares | 115K | 8.15K | |
| Q4 2018 | share | Increase | +89.78% | 3.11K shares | 162K | 6.58K | |
| Q3 2018 | share | Increase | 0.00% | 3.47K shares | 206K | 3.47K | |
| Q2 2018 | share | Decrease | -100.00% | -2.47K shares | -154K | 0 | |
| Q1 2018 | share | Increase | 0.00% | 2.47K shares | 154K | 2.47K |