- New Purchases: FXO, IVW, USMV, IJS, SCZ, VOE, SCHF, IJT, MUB, MDYG, DD, CTVA, HYMB, ALC, UBER, OXY, KTB, ISEE,
- Added Positions: GSY, BSCM, BSCL, C, FXH, BSCK, IRM, FDN, PYPL, VFC, LLY, SPY,
- Reduced Positions: BERY, SQ, BSCJ, PNC, CDW, INTC, FBT, FITB, TMO, URI, ON, AMP, MA, CSCO, SNE, APTV, IGSB, SPSB, ADP, JNJ, JPM, UNP, STPZ, ANET, QTEC, BP, BIIB, MSFT, BRK.B, CERN, AAWW, USB, WFC, AMZN, CVX, CELG, DXCM, DIS, XOM, CNP, YUMC, YUM, WY, CW, WAB, VZ, VTI, VLO, UNM, UNH, IVV, TSLA, S, FXU, BIL, GTX, ITW, BAC, ORCL, CAT, BMY, MRK, TIP,
- Sold Out: GD, 6D81, PDBC, ACN, APC, DHR, KSU, WW, CLNE, O2T, WPG, CC, CRON, DVY, HYG,
For the details of ATWOOD & PALMER INC's stock buys and sells, go to https://www.gurufocus.com/guru/atwood+%26+palmer+inc/current-portfolio/portfolio
These are the top 5 holdings of ATWOOD & PALMER INC- CDW Corp (CDW) - 278,992 shares, 5.79% of the total portfolio. Shares reduced by 6.36%
- Lockheed Martin Corp (LMT) - 81,209 shares, 5.34% of the total portfolio. Shares reduced by 0.09%
- Thermo Fisher Scientific Inc (TMO) - 91,140 shares, 4.47% of the total portfolio. Shares reduced by 5.98%
- Cisco Systems Inc (CSCO) - 528,089 shares, 4.40% of the total portfolio. Shares reduced by 2.83%
- Intel Corp (INTC) - 486,968 shares, 4.23% of the total portfolio. Shares reduced by 7.98%
Atwood & Palmer Inc initiated holding in First Trust Financial AlphaDEX Fund. The purchase prices were between $29.89 and $32.54, with an estimated average price of $31.47. The stock is now traded at around $32.07. The impact to a portfolio due to this purchase was 0.37%. The holding were 69,615 shares as of .
New Purchase: iShares S&P 500 Growth ETF (IVW)Atwood & Palmer Inc initiated holding in iShares S&P 500 Growth ETF. The purchase prices were between $173.38 and $184.45, with an estimated average price of $180.36. The stock is now traded at around $181.05. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,607 shares as of .
New Purchase: iShares Edge MSCI Min Volatility USA ETF (USMV)Atwood & Palmer Inc initiated holding in iShares Edge MSCI Min Volatility USA ETF. The purchase prices were between $61.12 and $64.69, with an estimated average price of $63.36. The stock is now traded at around $64.22. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,830 shares as of .
New Purchase: Vanguard Mid-Cap Value ETF (VOE)Atwood & Palmer Inc initiated holding in Vanguard Mid-Cap Value ETF. The purchase prices were between $105.74 and $114.13, with an estimated average price of $111.08. The stock is now traded at around $113.26. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,490 shares as of .
New Purchase: Schwab International Equity ETF (SCHF)Atwood & Palmer Inc initiated holding in Schwab International Equity ETF. The purchase prices were between $29.96 and $32.52, with an estimated average price of $31.46. The stock is now traded at around $32.56. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,117 shares as of .
New Purchase: iShares S&P Small-Cap 600 Value ETF (IJS)Atwood & Palmer Inc initiated holding in iShares S&P Small-Cap 600 Value ETF. The purchase prices were between $137.73 and $154.31, with an estimated average price of $146.47. The stock is now traded at around $151.53. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,186 shares as of .
Added: Invesco Ultra Short Duration ETF (GSY)Atwood & Palmer Inc added to a holding in Invesco Ultra Short Duration ETF by 45.48%. The purchase prices were between $49.95 and $50.41, with an estimated average price of $50.14. The stock is now traded at around $50.37. The impact to a portfolio due to this purchase was 0.92%. The holding were 346,356 shares as of .
Added: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)Atwood & Palmer Inc added to a holding in Invesco BulletShares 2022 Corporate Bond ETF by 480.02%. The purchase prices were between $21.33 and $21.56, with an estimated average price of $21.43. The stock is now traded at around $21.46. The impact to a portfolio due to this purchase was 0.7%. The holding were 232,880 shares as of .
Added: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)Atwood & Palmer Inc added to a holding in Invesco BulletShares 2021 Corporate Bond ETF by 72.64%. The purchase prices were between $21.16 and $21.3, with an estimated average price of $21.23. The stock is now traded at around $21.23. The impact to a portfolio due to this purchase was 0.56%. The holding were 369,416 shares as of .
Added: Iron Mountain Inc (IRM)Atwood & Palmer Inc added to a holding in Iron Mountain Inc by 3200.00%. The purchase prices were between $29.41 and $34.14, with an estimated average price of $31.43. The stock is now traded at around $33.94. The impact to a portfolio due to this purchase was 0.04%. The holding were 8,250 shares as of .
Added: VF Corp (VFC)Atwood & Palmer Inc added to a holding in VF Corp by 175.13%. The purchase prices were between $77.48 and $90.82, with an estimated average price of $85.42. The stock is now traded at around $93.42. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,095 shares as of .
Sold Out: PowerShares DB Optimum Yield Diversified Commoditi (PDBC)Atwood & Palmer Inc sold out a holding in PowerShares DB Optimum Yield Diversified Commoditi. The sale prices were between $15.33 and $16.77, with an estimated average price of $15.9.
Sold Out: General Dynamics Corp (GD)Atwood & Palmer Inc sold out a holding in General Dynamics Corp. The sale prices were between $176.77 and $192.67, with an estimated average price of $185.79.
Sold Out: DuPont de Nemours Inc (6D81)Atwood & Palmer Inc sold out a holding in DuPont de Nemours Inc. The sale prices were between $57.27 and $66.9, with an estimated average price of $63.11.
Sold Out: Washington Prime Group Inc (WPG)Atwood & Palmer Inc sold out a holding in Washington Prime Group Inc. The sale prices were between $3.2 and $4.4, with an estimated average price of $3.66.
Sold Out: Cronos Group Inc (CRON)Atwood & Palmer Inc sold out a holding in Cronos Group Inc. The sale prices were between $9.05 and $16.02, with an estimated average price of $12.79.
Sold Out: iShares iBoxx $ High Yield Corporate Bond ETF (HYG)Atwood & Palmer Inc sold out a holding in iShares iBoxx $ High Yield Corporate Bond ETF. The sale prices were between $84.78 and $87.17, with an estimated average price of $86.12.
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