- New Purchases: BX, BLK,
- Added Positions: VCSH, AGG, IWD, DOO, SHY, PFF, VUG, VXUS, EFA, AMZN, HD,
- Reduced Positions: SPY, DLN, IJR, PG, PDBC, INTC, CVX, VTV, CLX, XOM, QQQ, QCOM, WFC, IGSB, HPE, VZ, UPS, IBM, MO, MRK, KMB, JPM, AMGN, SDOG, BK, GOOGL, UL, SO,
- Sold Out: BP, ROK, VOD, DOW,
For the details of Traverso Chambers Private Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/traverso+chambers+private+wealth+management%2C+llc/current-portfolio/portfolioportfolio
These are the top 5 holdings of Traverso Chambers Private Wealth Management, LLC- Vanguard Short-Term Corporate Bond ETF (VCSH) - 286,281 shares, 11.31% of the total portfolio. Shares added by 11.89%
- SPDR S&P 500 (SPY) - 66,923 shares, 9.72% of the total portfolio. Shares reduced by 16.31%
- iShares Core U.S. Aggregate Bond (AGG) - 155,011 shares, 8.46% of the total portfolio. Shares added by 14.94%
- iShares Core S&P Small-Cap (IJR) - 171,509 shares, 6.56% of the total portfolio. Shares reduced by 9.78%
- WisdomTree U.S. LargeCap Dividend Fund (DLN) - 120,554 shares, 5.78% of the total portfolio. Shares reduced by 12.3%
Traverso Chambers Private Wealth Management, LLC initiated holding in Blackstone Group Inc. The purchase prices were between $34.45 and $45.04, with an estimated average price of $39.87. The stock is now traded at around $45.83. The impact to a portfolio due to this purchase was 0.23%. The holding were 10,097 shares as of .
New Purchase: BlackRock Inc (BLK)Traverso Chambers Private Wealth Management, LLC initiated holding in BlackRock Inc. The purchase prices were between $415.56 and $485.24, with an estimated average price of $452.3. The stock is now traded at around $477.17. The impact to a portfolio due to this purchase was 0.1%. The holding were 435 shares as of .
Sold Out: BP PLC (BP)Traverso Chambers Private Wealth Management, LLC sold out a holding in BP PLC. The sale prices were between $40.44 and $45.23, with an estimated average price of $42.67.
Sold Out: Rockwell Automation Inc (ROK)Traverso Chambers Private Wealth Management, LLC sold out a holding in Rockwell Automation Inc. The sale prices were between $148.85 and $189.92, with an estimated average price of $169.09.
Sold Out: Vodafone Group PLC (VOD)Traverso Chambers Private Wealth Management, LLC sold out a holding in Vodafone Group PLC. The sale prices were between $15.56 and $18.88, with an estimated average price of $17.2.
Sold Out: Dow Inc (DOW)Traverso Chambers Private Wealth Management, LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.
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