- New Purchases: NOBL, EFAV, DGRO, GEM, MTUM, CGW, PWB, SUSA, PBW, SCHP, IBB,
- Added Positions: FVD, VTV, SCHV, IWD, MOAT, FTSM, LMBS, IEFA, MCHI, FIW, DSI, CX, AAPL,
- Reduced Positions: QQQ, TEVA, SPY, TGNA, PBI, EEM, FTCS, FXI, VGK, MA, IUSV, MSFT,
- Sold Out: BGS, GE, CVS, IP, DLX, T, CVX, GBDC, TAP, VIAC, IVZ, XRX, R, CCL, MAN, KSS, HPQ, HPE, IIPR,
For the details of Personal Resources Investment & Strategic Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/personal+resources+investment+%26+strategic+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Personal Resources Investment & Strategic Management, Inc.- PowerShares QQQ Trust Ser 1 (QQQ) - 78,113 shares, 8.77% of the total portfolio. Shares reduced by 16.46%
- PROSHARES TRUST (NOBL) - 227,158 shares, 6.94% of the total portfolio. New Position
- FIRST TST VALUE LI (FVD) - 500,856 shares, 6.89% of the total portfolio. Shares added by 463.06%
- iShares MSCI EAFE Min Vol Factor (EFAV) - 228,723 shares, 6.85% of the total portfolio. New Position
- ISHARES TRUST (DGRO) - 400,317 shares, 6.83% of the total portfolio. New Position
Personal Resources Investment & Strategic Manageme initiated holding in PROSHARES TRUST. The purchase prices were between $55.35 and $72.85, with an estimated average price of $64.26. The stock is now traded at around $73.06. The impact to a portfolio due to this purchase was 6.94%. The holding were 227,158 shares as of .
New Purchase: iShares MSCI EAFE Min Vol Factor (EFAV)Personal Resources Investment & Strategic Manageme initiated holding in iShares MSCI EAFE Min Vol Factor. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $69.01. The impact to a portfolio due to this purchase was 6.85%. The holding were 228,723 shares as of .
New Purchase: ISHARES TRUST (DGRO)Personal Resources Investment & Strategic Manageme initiated holding in ISHARES TRUST. The purchase prices were between $30.95 and $40.57, with an estimated average price of $36.1. The stock is now traded at around $40.38. The impact to a portfolio due to this purchase was 6.83%. The holding were 400,317 shares as of .
New Purchase: GLDMN SACHS ETF TR (GEM)Personal Resources Investment & Strategic Manageme initiated holding in GLDMN SACHS ETF TR. The purchase prices were between $25.07 and $31.21, with an estimated average price of $28.63. The stock is now traded at around $33.20. The impact to a portfolio due to this purchase was 6.79%. The holding were 494,059 shares as of .
New Purchase: iShares MSCI USA Momentum Factor (MTUM)Personal Resources Investment & Strategic Manageme initiated holding in iShares MSCI USA Momentum Factor. The purchase prices were between $101.08 and $131, with an estimated average price of $120.7. The stock is now traded at around $145.25. The impact to a portfolio due to this purchase was 5.39%. The holding were 90,697 shares as of .
New Purchase: Invesco S P Global Water Index ETF (CGW)Personal Resources Investment & Strategic Manageme initiated holding in Invesco S P Global Water Index ETF. The purchase prices were between $31.18 and $39.49, with an estimated average price of $35.72. The stock is now traded at around $40.99. The impact to a portfolio due to this purchase was 4%. The holding were 236,033 shares as of .
Added: FIRST TST VALUE LI (FVD)Personal Resources Investment & Strategic Manageme added to a holding in FIRST TST VALUE LI by 463.06%. The purchase prices were between $26.08 and $32.95, with an estimated average price of $29.5. The stock is now traded at around $32.28. The impact to a portfolio due to this purchase was 5.67%. The holding were 500,856 shares as of .
Added: VANGUARD INDEX FDS (VTV)Personal Resources Investment & Strategic Manageme added to a holding in VANGUARD INDEX FDS by 761.34%. The purchase prices were between $85.23 and $110.16, with an estimated average price of $97.96. The stock is now traded at around $106.24. The impact to a portfolio due to this purchase was 4.68%. The holding were 117,022 shares as of .
Added: SCHWAB STRATEGIC T (SCHV)Personal Resources Investment & Strategic Manageme added to a holding in SCHWAB STRATEGIC T by 41.09%. The purchase prices were between $42.21 and $55.29, with an estimated average price of $48.9. The stock is now traded at around $53.23. The impact to a portfolio due to this purchase was 0.85%. The holding were 128,731 shares as of .
Added: VanEck Vectors Morningstar Wide Moat (MOAT)Personal Resources Investment & Strategic Manageme added to a holding in VanEck Vectors Morningstar Wide Moat by 34.83%. The purchase prices were between $41.85 and $56.69, with an estimated average price of $49.67. The stock is now traded at around $55.34. The impact to a portfolio due to this purchase was 0.32%. The holding were 51,648 shares as of .
Added: Cemex SAB de CV (CX)Personal Resources Investment & Strategic Manageme added to a holding in Cemex SAB de CV by 23.30%. The purchase prices were between $1.74 and $3.14, with an estimated average price of $2.34. The stock is now traded at around $3.38. The impact to a portfolio due to this purchase was 0.01%. The holding were 21,785 shares as of .
Sold Out: B&G Foods Inc (BGS)Personal Resources Investment & Strategic Manageme sold out a holding in B&G Foods Inc. The sale prices were between $16.06 and $26.25, with an estimated average price of $21.55.
Sold Out: General Electric Co (GE)Personal Resources Investment & Strategic Manageme sold out a holding in General Electric Co. The sale prices were between $5.49 and $8.46, with an estimated average price of $6.78.
Sold Out: CVS Health Corp (CVS)Personal Resources Investment & Strategic Manageme sold out a holding in CVS Health Corp. The sale prices were between $55.41 and $70.62, with an estimated average price of $62.88.
Sold Out: International Paper Co (IP)Personal Resources Investment & Strategic Manageme sold out a holding in International Paper Co. The sale prices were between $29.37 and $39.69, with an estimated average price of $33.58.
Sold Out: Deluxe Corp (DLX)Personal Resources Investment & Strategic Manageme sold out a holding in Deluxe Corp. The sale prices were between $19.5 and $31.8, with an estimated average price of $25.13.
Sold Out: AT&T Inc (T)Personal Resources Investment & Strategic Manageme sold out a holding in AT&T Inc. The sale prices were between $27.46 and $33.23, with an estimated average price of $30.14.
Here is the complete portfolio of Personal Resources Investment & Strategic Management, Inc.. Also check out:
1. Personal Resources Investment & Strategic Management, Inc.'s Undervalued Stocks
2. Personal Resources Investment & Strategic Management, Inc.'s Top Growth Companies, and
3. Personal Resources Investment & Strategic Management, Inc.'s High Yield stocks
4. Stocks that Personal Resources Investment & Strategic Management, Inc. keeps buying