- New Purchases: SDS, WPC,
- Added Positions: AMZN,
- Reduced Positions: GOOG, SMG, CHKP, MDT, ADT, KN, NEOG, EPD, SYK, CCI, NVG, DIS, EA, ETN, DUK, NEM, ETW,
- Sold Out: LOW, BMY, MRK, VDE, WBA, EGBN, GIM,
For the details of Private Harbour Investment Management & Counsel, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/private+harbour+investment+management+%26+counsel%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Private Harbour Investment Management & Counsel, LLC- Vanguard Short-Term Corporate Bond ETF (VCSH) - 97,248 shares, 8.76% of the total portfolio. Shares reduced by 0.35%
- Microsoft Corp (MSFT) - 25,387 shares, 5.63% of the total portfolio. Shares reduced by 0.27%
- ADT Inc (ADT) - 412,824 shares, 3.59% of the total portfolio. Shares reduced by 7.27%
- Exxon Mobil Corp (XOM) - 65,771 shares, 3.20% of the total portfolio. Shares reduced by 0.53%
- Amazon.com Inc (AMZN) - 973 shares, 2.92% of the total portfolio. Shares added by 3.51%
Private Harbour Investment Management & Counsel, L initiated holding in PROSHARES TRUST. The purchase prices were between $18.16 and $33.17, with an estimated average price of $22.81. The stock is now traded at around $16.87. The impact to a portfolio due to this purchase was 1.27%. The holding were 59,994 shares as of .
New Purchase: W.P. Carey Inc (WPC)Private Harbour Investment Management & Counsel, L initiated holding in W.P. Carey Inc. The purchase prices were between $50.26 and $74.36, with an estimated average price of $63.4. The stock is now traded at around $71.17. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,000 shares as of .
Sold Out: Lowe's Companies Inc (LOW)Private Harbour Investment Management & Counsel, L sold out a holding in Lowe's Companies Inc. The sale prices were between $80.42 and $135.65, with an estimated average price of $113.61.
Sold Out: Bristol-Myers Squibb Company (BMY)Private Harbour Investment Management & Counsel, L sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $54.82 and $64.09, with an estimated average price of $59.75.
Sold Out: Merck & Co Inc (MRK)Private Harbour Investment Management & Counsel, L sold out a holding in Merck & Co Inc. The sale prices were between $73.8 and $83.98, with an estimated average price of $78.88.
Sold Out: VANGUARD WORLD FDS (VDE)Private Harbour Investment Management & Counsel, L sold out a holding in VANGUARD WORLD FDS. The sale prices were between $36.44 and $63.07, with an estimated average price of $49.12.
Sold Out: Walgreens Boots Alliance Inc (WBA)Private Harbour Investment Management & Counsel, L sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $38.35 and $47.02, with an estimated average price of $42.49.
Sold Out: Eagle Bancorp Inc (EGBN)Private Harbour Investment Management & Counsel, L sold out a holding in Eagle Bancorp Inc. The sale prices were between $28.08 and $37.86, with an estimated average price of $31.89.
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