Shoker Investment Counsel, Inc. Buys iShares Core S&P Mid-Cap, SPDR S&P 500, Apple Inc, Sells iShares 1-3 Year Credit Bond ETF, Darden Restaurants Inc, Vanguard Small-Cap Growth

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May 08, 2020
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Oxford, OH, based Investment company Shoker Investment Counsel, Inc. (Current Portfolio) buys iShares Core S&P Mid-Cap, SPDR S&P 500, Apple Inc, Royal Dutch Shell PLC, International Business Machines Corp, sells iShares 1-3 Year Credit Bond ETF, Darden Restaurants Inc, Vanguard Small-Cap Growth, Healthpeak Properties Inc, Boeing Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Shoker Investment Counsel, Inc.. As of 2020Q1, Shoker Investment Counsel, Inc. owns 77 stocks with a total value of $119 million. These are the details of the buys and sells.

For the details of Shoker Investment Counsel, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/shoker+investment+counsel%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Shoker Investment Counsel, Inc.
  1. SPDR S&P 500 (SPY) - 37,694 shares, 8.19% of the total portfolio. Shares added by 41.04%
  2. iShares Core S&P Small-Cap (IJR) - 170,513 shares, 8.06% of the total portfolio. Shares added by 3.59%
  3. iShares Core S&P Mid-Cap (IJH) - 56,758 shares, 6.88% of the total portfolio. Shares added by 66.14%
  4. iShares Core MSCI EAFE (IEFA) - 116,376 shares, 4.89% of the total portfolio. Shares added by 18.21%
  5. Procter & Gamble Co (PG) - 45,091 shares, 4.18% of the total portfolio. Shares added by 1.77%
New Purchase: International Business Machines Corp (IBM)

Shoker Investment Counsel, Inc. initiated holding in International Business Machines Corp. The purchase prices were between $94.77 and $156.76, with an estimated average price of $132.68. The stock is now traded at around $122.99. The impact to a portfolio due to this purchase was 0.57%. The holding were 6,054 shares as of .

New Purchase: Cleveland-Cliffs Inc (CLF)

Shoker Investment Counsel, Inc. initiated holding in Cleveland-Cliffs Inc. The purchase prices were between $3.07 and $8.4, with an estimated average price of $6.36. The stock is now traded at around $4.82. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,144 shares as of .

New Purchase: Nabors Industries Ltd (NBR)

Shoker Investment Counsel, Inc. initiated holding in Nabors Industries Ltd. The purchase prices were between $16 and $166.5, with an estimated average price of $93.53. The stock is now traded at around $14.12. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 200 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

Shoker Investment Counsel, Inc. added to a holding in iShares Core S&P Mid-Cap by 66.14%. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $167.38. The impact to a portfolio due to this purchase was 2.74%. The holding were 56,758 shares as of .

Added: SPDR S&P 500 (SPY)

Shoker Investment Counsel, Inc. added to a holding in SPDR S&P 500 by 41.04%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $292.44. The impact to a portfolio due to this purchase was 2.38%. The holding were 37,694 shares as of .

Added: Apple Inc (AAPL)

Shoker Investment Counsel, Inc. added to a holding in Apple Inc by 111.97%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $310.13. The impact to a portfolio due to this purchase was 1%. The holding were 8,803 shares as of .

Added: Royal Dutch Shell PLC (RDS.B)

Shoker Investment Counsel, Inc. added to a holding in Royal Dutch Shell PLC by 245.67%. The purchase prices were between $19.58 and $61.98, with an estimated average price of $47.33. The stock is now traded at around $32.03. The impact to a portfolio due to this purchase was 0.6%. The holding were 30,637 shares as of .

Added: Exxon Mobil Corp (XOM)

Shoker Investment Counsel, Inc. added to a holding in Exxon Mobil Corp by 107.17%. The purchase prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $46.18. The impact to a portfolio due to this purchase was 0.52%. The holding were 31,648 shares as of .

Added: SPDR S&P 600 Small Cap ETF (based on S&P SmallCap (SLY)

Shoker Investment Counsel, Inc. added to a holding in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap by 116.02%. The purchase prices were between $42.25 and $73.9, with an estimated average price of $65.1. The stock is now traded at around $54.79. The impact to a portfolio due to this purchase was 0.45%. The holding were 20,386 shares as of .

Sold Out: Darden Restaurants Inc (DRI)

Shoker Investment Counsel, Inc. sold out a holding in Darden Restaurants Inc. The sale prices were between $34.16 and $122.45, with an estimated average price of $98.09.

Sold Out: Vanguard Small-Cap Growth (VBK)

Shoker Investment Counsel, Inc. sold out a holding in Vanguard Small-Cap Growth. The sale prices were between $128.7 and $210.28, with an estimated average price of $187.33.

Sold Out: Healthpeak Properties Inc (PEAK)

Shoker Investment Counsel, Inc. sold out a holding in Healthpeak Properties Inc. The sale prices were between $19.95 and $37.33, with an estimated average price of $32.74.

Sold Out: Ventas Inc (VTR)

Shoker Investment Counsel, Inc. sold out a holding in Ventas Inc. The sale prices were between $16.97 and $63.05, with an estimated average price of $50.07.

Sold Out: Total SA (TOT)

Shoker Investment Counsel, Inc. sold out a holding in Total SA. The sale prices were between $24.76 and $56.51, with an estimated average price of $45.33.

Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)

Shoker Investment Counsel, Inc. sold out a holding in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $119.13 and $199.18, with an estimated average price of $176.08.



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