- New Purchases: BEN, O, DFS, NUE, IXUS, AAPL, SLCA, ENLC,
- Added Positions: IVZ, KSS, STWD, ET, XOM, EPD, MMP, OHI, TD, ENB, CVX, MO,
- Reduced Positions: BSV, GIS, TGT, BLV, JNJ, ABBV, QCOM, VGR, PG, SO, VZ, DUK, BIV, CTL, T, IBM, TCP, ADM, BRK.B,
- Sold Out: UBA,
For the details of Insight Folios Inc's stock buys and sells, go to https://www.gurufocus.com/guru/insight+folios+inc/current-portfolio/portfolio
These are the top 5 holdings of Insight Folios Inc- AbbVie Inc (ABBV) - 38,033 shares, 3.60% of the total portfolio. Shares reduced by 19.66%
- Qualcomm Inc (QCOM) - 40,399 shares, 3.55% of the total portfolio. Shares reduced by 17.37%
- Target Corp (TGT) - 30,312 shares, 3.50% of the total portfolio. Shares reduced by 23.77%
- Emerson Electric Co (EMR) - 57,340 shares, 3.43% of the total portfolio. Shares added by 0.62%
- Duke Energy Corp (DUK) - 44,458 shares, 3.42% of the total portfolio. Shares reduced by 9.62%
Insight Folios Inc initiated holding in Franklin Resources Inc. The purchase prices were between $15.31 and $24.23, with an estimated average price of $18.79. The stock is now traded at around $20.76. The impact to a portfolio due to this purchase was 3.04%. The holding were 150,289 shares as of .
New Purchase: Realty Income Corp (O)Insight Folios Inc initiated holding in Realty Income Corp. The purchase prices were between $43.6 and $64.17, with an estimated average price of $54.86. The stock is now traded at around $57.55. The impact to a portfolio due to this purchase was 2.85%. The holding were 49,722 shares as of .
New Purchase: Discover Financial Services (DFS)Insight Folios Inc initiated holding in Discover Financial Services. The purchase prices were between $28.53 and $61.29, with an estimated average price of $43.74. The stock is now traded at around $47.52. The impact to a portfolio due to this purchase was 2.57%. The holding were 53,289 shares as of .
New Purchase: Nucor Corp (NUE)Insight Folios Inc initiated holding in Nucor Corp. The purchase prices were between $35.51 and $45.49, with an estimated average price of $40.32. The stock is now traded at around $41.06. The impact to a portfolio due to this purchase was 2.39%. The holding were 59,997 shares as of .
New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)Insight Folios Inc initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $44.8 and $57.28, with an estimated average price of $51.32. The stock is now traded at around $56.86. The impact to a portfolio due to this purchase was 0.45%. The holding were 8,595 shares as of .
New Purchase: Apple Inc (AAPL)Insight Folios Inc initiated holding in Apple Inc. The purchase prices were between $240.91 and $366.53, with an estimated average price of $308.62. The stock is now traded at around $388.23. The impact to a portfolio due to this purchase was 0.2%. The holding were 577 shares as of .
Added: Invesco Ltd (IVZ)Insight Folios Inc added to a holding in Invesco Ltd by 66.38%. The purchase prices were between $6.7 and $11.55, with an estimated average price of $8.96. The stock is now traded at around $10.49. The impact to a portfolio due to this purchase was 1.36%. The holding were 328,355 shares as of .
Added: Kohl's Corp (KSS)Insight Folios Inc added to a holding in Kohl's Corp by 70.74%. The purchase prices were between $11.51 and $28.83, with an estimated average price of $19.19. The stock is now traded at around $20.38. The impact to a portfolio due to this purchase was 1.08%. The holding were 129,732 shares as of .
Added: Starwood Property Trust Inc (STWD)Insight Folios Inc added to a holding in Starwood Property Trust Inc by 33.11%. The purchase prices were between $9.28 and $17.31, with an estimated average price of $13.41. The stock is now traded at around $14.09. The impact to a portfolio due to this purchase was 0.79%. The holding were 219,541 shares as of .
Added: Energy Transfer LP (ET)Insight Folios Inc added to a holding in Energy Transfer LP by 23.51%. The purchase prices were between $4.6 and $9.34, with an estimated average price of $7.36. The stock is now traded at around $6.36. The impact to a portfolio due to this purchase was 0.46%. The holding were 349,856 shares as of .
Sold Out: Urstadt Biddle Properties Inc (UBA)Insight Folios Inc sold out a holding in Urstadt Biddle Properties Inc. The sale prices were between $10.29 and $17.06, with an estimated average price of $12.91.
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