- New Purchases: SPIB,
- Reduced Positions: SPYG, IVV, QTEC, USRT,
- Sold Out: SPAB, LMBS, KO, XOM, JPM, BA, PEP, AAPL, LTXB, ORCL,
For the details of Chessman Wealth Strategies RIA's stock buys and sells, go to https://www.gurufocus.com/guru/chessman+wealth+strategies+ria/current-portfolio/portfolioportfolio
These are the top 5 holdings of Chessman Wealth Strategies RIA- SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 75,421 shares, 22.04% of the total portfolio. Shares reduced by 79.81%
- OGE Energy Corp (OGE) - 42,877 shares, 13.78% of the total portfolio.
- iShares Core U.S. REIT (USRT) - 34,536 shares, 13.49% of the total portfolio. Shares reduced by 63.64%
- SPDR Russell 1000 ETF (ELR) - 49,736 shares, 12.93% of the total portfolio. Shares reduced by 68.25%
- First Trust NASDAQ-100 Technology Sector Index Fd (QTEC) - 19,522 shares, 12.87% of the total portfolio. Shares reduced by 67.1%
Chessman Wealth Strategies RIA initiated holding in SPDR Portfolio Intermediate Term Corporate Bond. The purchase prices were between $33.99 and $34.93, with an estimated average price of $34.29. The stock is now traded at around $34.85. The impact to a portfolio due to this purchase was 12.57%. The holding were 48,789 shares as of .
Sold Out: SPDR Portfolio Aggregate Bond (SPAB)Chessman Wealth Strategies RIA sold out a holding in SPDR Portfolio Aggregate Bond. The sale prices were between $28.3 and $29.17, with an estimated average price of $28.62.
Sold Out: First Trust Low Duration Mortgage Opportunities ET (LMBS)Chessman Wealth Strategies RIA sold out a holding in First Trust Low Duration Mortgage Opportunities ET. The sale prices were between $51.22 and $51.68, with an estimated average price of $51.43.
Sold Out: Coca-Cola Co (KO)Chessman Wealth Strategies RIA sold out a holding in Coca-Cola Co. The sale prices were between $46.18 and $51.92, with an estimated average price of $49.
Sold Out: Exxon Mobil Corp (XOM)Chessman Wealth Strategies RIA sold out a holding in Exxon Mobil Corp. The sale prices were between $70.77 and $83.38, with an estimated average price of $77.42.
Sold Out: JPMorgan Chase & Co (JPM)Chessman Wealth Strategies RIA sold out a holding in JPMorgan Chase & Co. The sale prices were between $104.64 and $116.12, with an estimated average price of $110.3.
Sold Out: Boeing Co (BA)Chessman Wealth Strategies RIA sold out a holding in Boeing Co. The sale prices were between $337.37 and $395.86, with an estimated average price of $364.73.
Here is the complete portfolio of Chessman Wealth Strategies RIA. Also check out:
1. Chessman Wealth Strategies RIA's Undervalued Stocks
2. Chessman Wealth Strategies RIA's Top Growth Companies, and
3. Chessman Wealth Strategies RIA's High Yield stocks
4. Stocks that Chessman Wealth Strategies RIA keeps buying
