- New Purchases: BIL, EFAV, GLD, CARR, GOOG, AMP, IWB, PCG,
- Added Positions: VGSH, SCHO, SHY, AMZN, AGG, MSFT, PGX, DLN, IBM, INTC, AAPL, SHM, CVX, IWD, JPM, AMGN, UL, UMPQ, SO, BLK, QCOM, PFE, BX, BA, CSCO, GIS, XOM, DIS, GE,
- Reduced Positions: SCHF, SPY, VUG, PG, IWM, PDBC, IWF, VB, SCHV, DTN, VTV, VXUS, IVV, VWO, VEU, CLX, IJR, QQQ, SPYD, UPS, MO, BMY, DIA, PEP, FB, IGSB, SPAB, VO, GSK, VZ, KHC,
- Sold Out: ALL,
For the details of Traverso Chambers Private Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/traverso+chambers+private+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Traverso Chambers Private Wealth Management, LLC- Vanguard Short-Term Government Bond ETF (VGSH) - 459,481 shares, 11.03% of the total portfolio. Shares added by 14.59%
- SCHWAB STRATEGIC T (SCHO) - 510,141 shares, 10.16% of the total portfolio. Shares added by 13.70%
- SSGA SPDR S&P 500 (SPY) - 76,575 shares, 9.91% of the total portfolio. Shares reduced by 3.83%
- ISHARES TRUST (AGG) - 155,040 shares, 7.08% of the total portfolio. Shares added by 2.66%
- iShares 1-3 Year Treasury Bond ETF (SHY) - 200,570 shares, 6.71% of the total portfolio. Shares added by 17.70%
Traverso Chambers Private Wealth Management, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $91.52 and $91.54, with an estimated average price of $91.53. The stock is now traded at around $91.52. The impact to a portfolio due to this purchase was 0.84%. The holding were 23,794 shares as of .
New Purchase: ISHARES TRUST (EFAV)Traverso Chambers Private Wealth Management, LLC initiated holding in ISHARES TRUST. The purchase prices were between $66.21 and $69.64, with an estimated average price of $68.07. The stock is now traded at around $68.31. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,800 shares as of .
New Purchase: SPDR GOLD TRUST (GLD)Traverso Chambers Private Wealth Management, LLC initiated holding in SPDR GOLD TRUST. The purchase prices were between $166.62 and $193.89, with an estimated average price of $179.71. The stock is now traded at around $179.25. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,445 shares as of .
New Purchase: Carrier Global Corp (CARR)Traverso Chambers Private Wealth Management, LLC initiated holding in Carrier Global Corp. The purchase prices were between $22.61 and $31.03, with an estimated average price of $28.24. The stock is now traded at around $33.23. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,265 shares as of .
New Purchase: Alphabet Inc (GOOG)Traverso Chambers Private Wealth Management, LLC initiated holding in Alphabet Inc. The purchase prices were between $1415.21 and $1728.28, with an estimated average price of $1525.89. The stock is now traded at around $1555.93. The impact to a portfolio due to this purchase was 0.08%. The holding were 136 shares as of .
New Purchase: Ameriprise Financial Inc (AMP)Traverso Chambers Private Wealth Management, LLC initiated holding in Ameriprise Financial Inc. The purchase prices were between $143.29 and $162.55, with an estimated average price of $153.91. The stock is now traded at around $167.99. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,311 shares as of .
Added: Amazon.com Inc (AMZN)Traverso Chambers Private Wealth Management, LLC added to a holding in Amazon.com Inc by 27.24%. The purchase prices were between $2878.7 and $3531.45, with an estimated average price of $3151.21. The stock is now traded at around $3217.01. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,023 shares as of .
Added: International Business Machines Corp (IBM)Traverso Chambers Private Wealth Management, LLC added to a holding in International Business Machines Corp by 29.86%. The purchase prices were between $115.71 and $128.67, with an estimated average price of $123.08. The stock is now traded at around $117.37. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,875 shares as of .
Sold Out: Allstate Corp (ALL)Traverso Chambers Private Wealth Management, LLC sold out a holding in Allstate Corp. The sale prices were between $85.82 and $97.25, with an estimated average price of $93.31.
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