- New Purchases: 5UR, VOO, COST, TRP, AMZN, FTEC, 48Z,
- Added Positions: IUSG, USMV, VNQ, AGG, QQQ, IHI, IGSB, DSI, IVV, DVY, SUSB, XOM, FIW, T, INTC, PZA, VZ, AAPL, ACWV, IHF, IBM,
- Reduced Positions: DGRO, IEMG, VIG, IJR, JPST, LQD, SPSB, IJH, ALEC, KO, AMGN, NUV, UPS, TJX, BA, PFE, SPEM, UNH, USB, PG, MSFT, JNJ,
- Sold Out: IDV, DFS, ARNC, CAT, HD, RTN, ACWX, PEP, ATRS, WPRT,
For the details of Watson Rebecca's stock buys and sells, go to https://www.gurufocus.com/guru/watson+rebecca/current-portfolio/portfolio
These are the top 5 holdings of Watson Rebecca- iShares Edge MSCI Min Vol USA (USMV) - 419,720 shares, 20.88% of the total portfolio. Shares added by 25.64%
- iShares Core U.S. Aggregate Bond (AGG) - 132,747 shares, 13.27% of the total portfolio. Shares added by 12.64%
- JPMorgan Ultra-Short Income (JPST) - 243,359 shares, 10.39% of the total portfolio. Shares reduced by 6.9%
- iShares Core S&P U.S. Growth ETF (IUSG) - 191,499 shares, 10.23% of the total portfolio. Shares added by 212.67%
- iShares 1-3 Year Credit Bond ETF (IGSB) - 102,689 shares, 4.69% of the total portfolio. Shares added by 5.16%
Watson Rebecca initiated holding in Raytheon Technologies Corp. The purchase prices were between $67.35 and $143.24, with an estimated average price of $122.5. The stock is now traded at around $49.44. The impact to a portfolio due to this purchase was 0.68%. The holding were 12,840 shares as of .
New Purchase: Vanguard S&P 500 (VOO)Watson Rebecca initiated holding in Vanguard S&P 500. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $258.74. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,099 shares as of .
New Purchase: TC Energy Corp (TRP)Watson Rebecca initiated holding in TC Energy Corp. The purchase prices were between $33.51 and $57.42, with an estimated average price of $50.87. The stock is now traded at around $44.13. The impact to a portfolio due to this purchase was 0.23%. The holding were 6,100 shares as of .
New Purchase: Costco Wholesale Corp (COST)Watson Rebecca initiated holding in Costco Wholesale Corp. The purchase prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $302.14. The impact to a portfolio due to this purchase was 0.23%. The holding were 832 shares as of .
New Purchase: Amazon.com Inc (AMZN)Watson Rebecca initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2367.92. The impact to a portfolio due to this purchase was 0.2%. The holding were 96 shares as of .
New Purchase: Fidelity MSCI Information Technology Index (FTEC)Watson Rebecca initiated holding in Fidelity MSCI Information Technology Index. The purchase prices were between $54.79 and $80.45, with an estimated average price of $71.44. The stock is now traded at around $71.91. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,925 shares as of .
Added: iShares Core S&P U.S. Growth ETF (IUSG)Watson Rebecca added to a holding in iShares Core S&P U.S. Growth ETF by 212.67%. The purchase prices were between $49.46 and $73.11, with an estimated average price of $65.61. The stock is now traded at around $64.53. The impact to a portfolio due to this purchase was 6.96%. The holding were 191,499 shares as of .
Added: iShares Edge MSCI Min Vol USA (USMV)Watson Rebecca added to a holding in iShares Edge MSCI Min Vol USA by 25.64%. The purchase prices were between $46.61 and $69.67, with an estimated average price of $63.87. The stock is now traded at around $57.36. The impact to a portfolio due to this purchase was 4.26%. The holding were 419,720 shares as of .
Added: Vanguard Real Estate (VNQ)Watson Rebecca added to a holding in Vanguard Real Estate by 1118.66%. The purchase prices were between $56.91 and $99.57, with an estimated average price of $88.63. The stock is now traded at around $68.83. The impact to a portfolio due to this purchase was 1.59%. The holding were 27,566 shares as of .
Added: PowerShares QQQ Trust Ser 1 (QQQ)Watson Rebecca added to a holding in PowerShares QQQ Trust Ser 1 by 106.33%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $219.34. The impact to a portfolio due to this purchase was 0.71%. The holding were 7,593 shares as of .
Added: iShares U.S. Medical Devices (IHI)Watson Rebecca added to a holding in iShares U.S. Medical Devices by 57.95%. The purchase prices were between $184.98 and $277.11, with an estimated average price of $252.6. The stock is now traded at around $255.66. The impact to a portfolio due to this purchase was 0.46%. The holding were 5,849 shares as of .
Added: iShares MSCI KLD 400 Social (DSI)Watson Rebecca added to a holding in iShares MSCI KLD 400 Social by 35.69%. The purchase prices were between $83.87 and $127.27, with an estimated average price of $114.24. The stock is now traded at around $107.15. The impact to a portfolio due to this purchase was 0.2%. The holding were 8,466 shares as of .
Sold Out: iShares International Select Dividend (IDV)Watson Rebecca sold out a holding in iShares International Select Dividend. The sale prices were between $18.85 and $32.78, with an estimated average price of $29.1.
Sold Out: Discover Financial Services (DFS)Watson Rebecca sold out a holding in Discover Financial Services. The sale prices were between $25.25 and $85.85, with an estimated average price of $66.96.
Sold Out: Arconic Corp (ARNC)Watson Rebecca sold out a holding in Arconic Corp. The sale prices were between $9.19 and $26.11, with an estimated average price of $20.93.
Sold Out: Caterpillar Inc (CAT)Watson Rebecca sold out a holding in Caterpillar Inc. The sale prices were between $91.85 and $150.53, with an estimated average price of $128.51.
Sold Out: The Home Depot Inc (HD)Watson Rebecca sold out a holding in The Home Depot Inc. The sale prices were between $152.15 and $247.02, with an estimated average price of $220.09.
Sold Out: Raytheon Co (RTN)Watson Rebecca sold out a holding in Raytheon Co. The sale prices were between $112.61 and $232.31, with an estimated average price of $199.29.
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