- New Purchases: IVZ, MMM, PG, CSCO, WPC, ANTM,
- Added Positions: EFA, WDC, CVS, GE, TEVA, MCHI, DLX, MSFT, R, VIAB, PBI, TCRD, HPQ, XRX, JNJ, DSI, IVV,
- Reduced Positions: EEM, SCHV, SPEM, LMBS, FTSM, VGK, SPY, IWD, VEA, TGNA, T, KSS, GBDC, IVE, CVX, AAPL, HPE,
- Sold Out: FF, DWX, BB,
For the details of Personal Resources Investment & Strategic Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/personal+resources+investment+%26+strategic+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Personal Resources Investment & Strategic Management, Inc.- Invesco QQQ Trust Series 1 (QQQ) - 133,592 shares, 16.10% of the total portfolio. Shares reduced by 0.14%
- iShares MSCI EAFE (EFA) - 240,376 shares, 10.46% of the total portfolio. Shares added by 4.58%
- iShares Russell 1000 Value (IWD) - 107,727 shares, 8.92% of the total portfolio. Shares reduced by 1.84%
- SPDR S&P 500 (SPY) - 41,136 shares, 7.79% of the total portfolio. Shares reduced by 3.07%
- First Trust Low Duration Opportunities ETF (LMBS) - 139,551 shares, 4.80% of the total portfolio. Shares reduced by 5.82%
Personal Resources Investment & Strategic Manageme initiated holding in Invesco Ltd. The purchase prices were between $16.43 and $20.24, with an estimated average price of $18.67. The stock is now traded at around $21.92. The impact to a portfolio due to this purchase was 1.79%. The holding were 138,509 shares as of .
New Purchase: 3M Co (MMM)Personal Resources Investment & Strategic Manageme initiated holding in 3M Co. The purchase prices were between $183.76 and $210.58, with an estimated average price of $201.21. The stock is now traded at around $185.22. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,235 shares as of .
New Purchase: Procter & Gamble Co (PG)Personal Resources Investment & Strategic Manageme initiated holding in Procter & Gamble Co. The purchase prices were between $90.44 and $104.05, with an estimated average price of $97.18. The stock is now traded at around $106.08. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,390 shares as of .
New Purchase: Cisco Systems Inc (CSCO)Personal Resources Investment & Strategic Manageme initiated holding in Cisco Systems Inc. The purchase prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $54.94. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,035 shares as of .
New Purchase: W.P. Carey Inc (WPC)Personal Resources Investment & Strategic Manageme initiated holding in W.P. Carey Inc. The purchase prices were between $64.14 and $78.88, with an estimated average price of $73.39. The stock is now traded at around $79.23. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,791 shares as of .
New Purchase: Anthem Inc (ANTM)Personal Resources Investment & Strategic Manageme initiated holding in Anthem Inc. The purchase prices were between $248.42 and $317.42, with an estimated average price of $288.79. The stock is now traded at around $261.70. The impact to a portfolio due to this purchase was 0.15%. The holding were 757 shares as of .
Added: Microsoft Corp (MSFT)Personal Resources Investment & Strategic Manageme added to a holding in Microsoft Corp by 34.97%. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $128.90. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,335 shares as of .
Sold Out: FutureFuel Corp (FF)Personal Resources Investment & Strategic Manageme sold out a holding in FutureFuel Corp. The sale prices were between $13.19 and $19.19, with an estimated average price of $16.98.
Sold Out: SPDR S&P International Dividend (DWX)Personal Resources Investment & Strategic Manageme sold out a holding in SPDR S&P International Dividend. The sale prices were between $34.68 and $38.33, with an estimated average price of $37.19.
Sold Out: BlackBerry Ltd (BB)Personal Resources Investment & Strategic Manageme sold out a holding in BlackBerry Ltd. The sale prices were between $6.88 and $10.09, with an estimated average price of $8.39.
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