Investment company Wela Strategies, Inc. (Current Portfolio) buys Huttig Building Products Inc, sells SPDR Dividend ETF, Apple Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Wela Strategies, Inc.. As of 2021Q4, Wela Strategies, Inc. owns 44 stocks with a total value of $202 million. These are the details of the buys and sells.
Here is the complete portfolio of Wela Strategies, Inc.. Also check out:
1. Wela Strategies, Inc.'s Undervalued Stocks
2. Wela Strategies, Inc.'s Top Growth Companies, and
3. Wela Strategies, Inc.'s High Yield stocks
4. Stocks that Wela Strategies, Inc. keeps buying
- New Purchases: HBP,
- Added Positions: IVV, IJH, IEFA, LQD, XLV, VNQ, IJR, XLK, XLF, VWO, ANGL, EMLP, CWI, PFE, LMT, BBY, HII, IGD, NEM, GILD, CMI, CSCO, CAH,
- Reduced Positions: BSV, FLRN, BIV, AAPL, BLV, VYMI,
- Sold Out: SDY,
For the details of Wela Strategies, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/wela+strategies%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Wela Strategies, Inc.- iShares Core S&P 500 ETF (IVV) - 99,712 shares, 23.51% of the total portfolio. Shares added by 1.76%
- SPDR Portfolio Intermediate Term Treasury ETF (SPTI) - 752,154 shares, 11.91% of the total portfolio. Shares added by 0.86%
- iShares iBoxx USD Investment Grade Corporate Bond (LQD) - 145,475 shares, 9.53% of the total portfolio. Shares added by 1.75%
- iShares Core S&P Mid-Cap ETF (IJH) - 58,235 shares, 8.15% of the total portfolio. Shares added by 2.99%
- BTC iShares Core MSCI EAFE ETF (IEFA) - 150,554 shares, 5.55% of the total portfolio. Shares added by 3.95%
Wela Strategies, Inc. initiated holding in Huttig Building Products Inc. The purchase prices were between $5.15 and $11.07, with an estimated average price of $8.2. The stock is now traded at around $9.100000. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,000 shares as of 2021-12-31.
Sold Out: SPDR Dividend ETF (SDY)Wela Strategies, Inc. sold out a holding in SPDR Dividend ETF. The sale prices were between $117.33 and $129.12, with an estimated average price of $122.95.
Here is the complete portfolio of Wela Strategies, Inc.. Also check out:
1. Wela Strategies, Inc.'s Undervalued Stocks
2. Wela Strategies, Inc.'s Top Growth Companies, and
3. Wela Strategies, Inc.'s High Yield stocks
4. Stocks that Wela Strategies, Inc. keeps buying