- New Purchases: BBK, AAPL,
- Added Positions: SCHG, VUG,
- Reduced Positions: SHW, MDYG, IWM, DIA, AMZN, HD, DVY, ALL, TJX, PYPL, IWO, KBE, XLI, VWO,
- Sold Out: NJR, PEG, STI, SLV,
For the details of CHARTIST INC 's stock buys and sells, go to https://www.gurufocus.com/guru/chartist+inc+/current-portfolio/portfolio
These are the top 5 holdings of CHARTIST INC- Sherwin-Williams Co (SHW) - 168,861 shares, 39.10% of the total portfolio. Shares reduced by 1.52%
- iShares Russell 2000 ETF (IWM) - 194,705 shares, 23.21% of the total portfolio. Shares reduced by 1.58%
- SPDR S&P 400 Mid Cap Growth ETF (MDYG) - 68,370 shares, 18.46% of the total portfolio. Shares reduced by 2.1%
- SPDR Dow Jones Industrial Average ETF Trust (DIA) - 50,783 shares, 10.42% of the total portfolio. Shares reduced by 2.29%
- Vanguard Total Stock Market ETF (VTI) - 9,827 shares, 1.16% of the total portfolio.
Chartist Inc initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $48.40. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,270 shares as of .
New Purchase: Apple Inc (AAPL)Chartist Inc initiated holding in Apple Inc. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $321.34. The impact to a portfolio due to this purchase was 0.16%. The holding were 734 shares as of .
Added: Vanguard Growth ETF (VUG)Chartist Inc added to a holding in Vanguard Growth ETF by 31.16%. The purchase prices were between $161.84 and $183.14, with an estimated average price of $173.6. The stock is now traded at around $194.75. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,789 shares as of .
Sold Out: New Jersey Resources Corp (NJR)Chartist Inc sold out a holding in New Jersey Resources Corp. The sale prices were between $40.61 and $45.46, with an estimated average price of $43.19.
Sold Out: Public Service Enterprise Group Inc (PEG)Chartist Inc sold out a holding in Public Service Enterprise Group Inc. The sale prices were between $57.69 and $63.31, with an estimated average price of $60.55.
Sold Out: SunTrust Banks Inc (STI)Chartist Inc sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.
Sold Out: iShares Silver Trust (SLV)Chartist Inc sold out a holding in iShares Silver Trust. The sale prices were between $15.48 and $16.92, with an estimated average price of $16.2.
Here is the complete portfolio of CHARTIST INC . Also check out:
1. CHARTIST INC 's Undervalued Stocks
2. CHARTIST INC 's Top Growth Companies, and
3. CHARTIST INC 's High Yield stocks
4. Stocks that CHARTIST INC keeps buying