- New Purchases: AMZN, AAPL, BRK.B, BAC, BA, BRT, AMGN, ABT, BP, BK, AXP, AEP, CTRC,
- Added Positions: VLUE,
- Reduced Positions: EMLP, VZ, ABBV, IWM, MRK, IJH, JLS, JMT,
- Sold Out: UNH, IVOA,
For the details of ALTFEST L J & CO INC's stock buys and sells, go to https://www.gurufocus.com/guru/altfest+l+j+%26+co+inc/current-portfolio/portfolio
These are the top 5 holdings of ALTFEST L J & CO INC- iShares 3-7 Year Treasury Bond ETF (IEI) - 577,233 shares, 21.72% of the total portfolio. Shares reduced by 0.16%
- iShares 0-5 Year TIPS Bond (STIP) - 417,845 shares, 12.69% of the total portfolio. Shares reduced by 0.19%
- First Trust North American Energy Infrastructure F (EMLP) - 1,083,872 shares, 7.34% of the total portfolio. Shares reduced by 1.84%
- Schwab Short-Term U.S. Treasury (SCHO) - 257,886 shares, 3.99% of the total portfolio. Shares reduced by 0.31%
- PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 116,178 shares, 3.63% of the total portfolio.
Altfest L J & Co Inc initiated holding in Amazon.com Inc. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1838.03. The impact to a portfolio due to this purchase was 1.19%. The holding were 2,555 shares as of .
New Purchase: Apple Inc (AAPL)Altfest L J & Co Inc initiated holding in Apple Inc. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $181.41. The impact to a portfolio due to this purchase was 0.99%. The holding were 20,371 shares as of .
New Purchase: Berkshire Hathaway Inc (BRK.B)Altfest L J & Co Inc initiated holding in Berkshire Hathaway Inc. The purchase prices were between $191.66 and $209.19, with an estimated average price of $201.99. The stock is now traded at around $202.12. The impact to a portfolio due to this purchase was 0.42%. The holding were 6,717 shares as of .
New Purchase: Bank of America Corporation (BAC)Altfest L J & Co Inc initiated holding in Bank of America Corporation. The purchase prices were between $24.56 and $29.82, with an estimated average price of $28.23. The stock is now traded at around $27.91. The impact to a portfolio due to this purchase was 0.4%. The holding were 52,396 shares as of .
New Purchase: Boeing Co (BA)Altfest L J & Co Inc initiated holding in Boeing Co. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $360.85. The impact to a portfolio due to this purchase was 0.34%. The holding were 3,448 shares as of .
New Purchase: BRT Apartments Corp (BRT)Altfest L J & Co Inc initiated holding in BRT Apartments Corp. The purchase prices were between $11.44 and $13.91, with an estimated average price of $13.12. The stock is now traded at around $13.20. The impact to a portfolio due to this purchase was 0.31%. The holding were 86,905 shares as of .
Sold Out: UnitedHealth Group Inc (UNH)Altfest L J & Co Inc sold out a holding in UnitedHealth Group Inc. The sale prices were between $236.02 and $271.13, with an estimated average price of $255.35.
Sold Out: Centric Brands Inc (IVOA)Altfest L J & Co Inc sold out a holding in Centric Brands Inc. The sale prices were between $2.69 and $4.6, with an estimated average price of $3.39.
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