Clean Yield Group Buys Washington REIT, Smith & Nephew PLC, iShares 20+ Year Treasury Bond ETF, Sells Biogen Inc, HMS Holdings Corp, Alamos Gold Inc

Norwich, VT, based Investment company Clean Yield Group (Current Portfolio) buys Washington REIT, Smith & Nephew PLC, iShares 20+ Year Treasury Bond ETF, Check Point Software Technologies, Vanguard Short-Term Corporate Bond ETF, sells Biogen Inc, HMS Holdings Corp, Alamos Gold Inc, Alcon Inc, Agnico Eagle Mines during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Clean Yield Group. As of 2021Q2, Clean Yield Group owns 459 stocks with a total value of $284 million. These are the details of the buys and sells.

For the details of Clean Yield Group's stock buys and sells, go to https://www.gurufocus.com/guru/clean+yield+group/current-portfolio/portfolio

These are the top 5 holdings of Clean Yield Group
  1. S&P 500 ETF TRUST ETF (SPY) - 58,100 shares, 8.76% of the total portfolio.
  2. Apple Inc (AAPL) - 80,188 shares, 3.87% of the total portfolio.
  3. Century Bancorp Inc (CNBKA) - 76,847 shares, 3.09% of the total portfolio. Shares reduced by 10.02%
  4. GlaxoSmithKline PLC (GSK) - 207,123 shares, 2.91% of the total portfolio. Shares added by 12.22%
  5. Unilever PLC (UL) - 138,283 shares, 2.85% of the total portfolio. Shares reduced by 2.53%
New Purchase: Washington REIT (WRE)

Clean Yield Group initiated holding in Washington REIT. The purchase prices were between $22.1 and $26.95, with an estimated average price of $23.5. The stock is now traded at around $24.730000. The impact to a portfolio due to this purchase was 1.32%. The holding were 162,680 shares as of 2021-06-30.

New Purchase: Smith & Nephew PLC (SNN)

Clean Yield Group initiated holding in Smith & Nephew PLC. The purchase prices were between $37.86 and $44.01, with an estimated average price of $41.98. The stock is now traded at around $42.030000. The impact to a portfolio due to this purchase was 0.46%. The holding were 29,818 shares as of 2021-06-30.

New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)

Clean Yield Group initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $82.02 and $82.79, with an estimated average price of $82.47. The stock is now traded at around $82.780000. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,340 shares as of 2021-06-30.

New Purchase: Western Asset Inflation Linked Income Fund (WIA)

Clean Yield Group initiated holding in Western Asset Inflation Linked Income Fund. The purchase prices were between $12.79 and $14.09, with an estimated average price of $13.48. The stock is now traded at around $14.170000. The impact to a portfolio due to this purchase was 0.14%. The holding were 27,500 shares as of 2021-06-30.

New Purchase: Visa Inc (V)

Clean Yield Group initiated holding in Visa Inc. The purchase prices were between $211.73 and $237.32, with an estimated average price of $228.16. The stock is now traded at around $250.250000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,078 shares as of 2021-06-30.

New Purchase: Blackrock Credit Allocation Income Trust (BTZ)

Clean Yield Group initiated holding in Blackrock Credit Allocation Income Trust. The purchase prices were between $14.4 and $15.59, with an estimated average price of $14.94. The stock is now traded at around $15.460000. The impact to a portfolio due to this purchase was 0.08%. The holding were 15,000 shares as of 2021-06-30.

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Clean Yield Group added to a holding in iShares 20+ Year Treasury Bond ETF by 103.34%. The purchase prices were between $134.7 and $145.54, with an estimated average price of $139.07. The stock is now traded at around $148.060000. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,700 shares as of 2021-06-30.

Added: Check Point Software Technologies Ltd (CHKP)

Clean Yield Group added to a holding in Check Point Software Technologies Ltd by 24.76%. The purchase prices were between $111.97 and $120.97, with an estimated average price of $117.82. The stock is now traded at around $121.100000. The impact to a portfolio due to this purchase was 0.16%. The holding were 20,075 shares as of 2021-06-30.

Added: International Business Machines Corp (IBM)

Clean Yield Group added to a holding in International Business Machines Corp by 46.60%. The purchase prices were between $131.18 and $151.28, with an estimated average price of $142.75. The stock is now traded at around $142.770000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,184 shares as of 2021-06-30.

Added: Abbott Laboratories (ABT)

Clean Yield Group added to a holding in Abbott Laboratories by 61.93%. The purchase prices were between $105.79 and $124.53, with an estimated average price of $116.66. The stock is now traded at around $119.520000. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,828 shares as of 2021-06-30.

Added: AbbVie Inc (ABBV)

Clean Yield Group added to a holding in AbbVie Inc by 21.62%. The purchase prices were between $105.21 and $117.21, with an estimated average price of $112.5. The stock is now traded at around $117.790000. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,150 shares as of 2021-06-30.

Added: Cigna Corp (CI)

Clean Yield Group added to a holding in Cigna Corp by 27.77%. The purchase prices were between $231.97 and $266.91, with an estimated average price of $249.66. The stock is now traded at around $228.440000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,118 shares as of 2021-06-30.

Sold Out: HMS Holdings Corp (HMSY)

Clean Yield Group sold out a holding in HMS Holdings Corp. The sale prices were between $36.98 and $36.98, with an estimated average price of $36.98.

Sold Out: First Majestic Silver Corp (AG)

Clean Yield Group sold out a holding in First Majestic Silver Corp. The sale prices were between $14.94 and $18.6, with an estimated average price of $16.67.

Sold Out: Endeavour Silver Corp (EXK)

Clean Yield Group sold out a holding in Endeavour Silver Corp. The sale prices were between $4.96 and $7.49, with an estimated average price of $6.24.

Sold Out: Fortuna Silver Mines Inc (FSM)

Clean Yield Group sold out a holding in Fortuna Silver Mines Inc. The sale prices were between $5.39 and $7.96, with an estimated average price of $6.62.



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