- New Purchases: CVX, PDBC, NVCR, ALB,
- Added Positions: VCSH, VTIP, CCI,
- Reduced Positions: MDT, AAPL, NVDA, ADT, XBI, VZ, DUK, ETN, CHKP, KN, PYPL, EPD, GOOG, NEOG, NEM, BRK.B, ANSS, HRTX,
- Sold Out: T,
For the details of Private Harbour Investment Management & Counsel, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/private+harbour+investment+management+%26+counsel%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Private Harbour Investment Management & Counsel, LLC- iShares Gold Trust (IAU) - 243,945 shares, 6.79% of the total portfolio. Shares added by 0.32%
- Microsoft Corp (MSFT) - 22,667 shares, 6.09% of the total portfolio. Shares reduced by 0.68%
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 92,773 shares, 6.02% of the total portfolio. Shares added by 1.45%
- Zoetis Inc (ZTS) - 19,128 shares, 3.73% of the total portfolio. Shares added by 0.23%
- Alphabet Inc (GOOGL) - 1,592 shares, 3.69% of the total portfolio. Shares added by 0.44%
Private Harbour Investment Management & Counsel, L initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $138.550000. The impact to a portfolio due to this purchase was 1.59%. The holding were 16,943 shares as of 2021-12-31.
New Purchase: Invesco Optimum Yield Diversified Commodity (PDBC)Private Harbour Investment Management & Counsel, L initiated holding in Invesco Optimum Yield Diversified Commodity. The purchase prices were between $13.05 and $14.76, with an estimated average price of $14.1. The stock is now traded at around $15.480000. The impact to a portfolio due to this purchase was 0.98%. The holding were 87,021 shares as of 2021-12-31.
New Purchase: NovoCure Ltd (NVCR)Private Harbour Investment Management & Counsel, L initiated holding in NovoCure Ltd. The purchase prices were between $75.08 and $121.99, with an estimated average price of $99.87. The stock is now traded at around $72.700000. The impact to a portfolio due to this purchase was 0.81%. The holding were 13,562 shares as of 2021-12-31.
New Purchase: Albemarle Corp (ALB)Private Harbour Investment Management & Counsel, L initiated holding in Albemarle Corp. The purchase prices were between $214.16 and $283.8, with an estimated average price of $247.99. The stock is now traded at around $219.780000. The impact to a portfolio due to this purchase was 0.67%. The holding were 3,568 shares as of 2021-12-31.
Sold Out: AT&T Inc (T)Private Harbour Investment Management & Counsel, L sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.
Here is the complete portfolio of Private Harbour Investment Management & Counsel, LLC. Also check out:
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