- New Purchases: ZM, REGN, WCN, CMG, S, TFC, GILD, CRM, GS, MS, IYT, CTL, VCIT,
- Added Positions: PHYS, MBB, XLU, NVG, IEI, AMZN, XLF, HD, IBB, XLE, JPM, GOOGL, MSFT, EQR, CVS, ADBE, BX, MRK, BA, CSCO, DE, LMT, IVE, IHI, BMY, SPY, XHB, GE, HON, JNJ, WMB, RTN, XLK, XLV, T, SCHM, GM, PTY, NAC, FFC, PH, NVS, ABT,
- Reduced Positions: SCHB, VIG, SCHD, IYW, IXJ, JPS, AAPL, EEM, BBY, COST, DIA, PEP, WMT, GLD, RTX, AMD, SCHF, CCL, XOM, BABA, LOW, MQY, GDX, ITA, INTC, TSLA, SCHO, DIS,
- Sold Out: VCR, CMRE, UCI, VZ, ACN, KMI, FCX, CAT, NWL, NKE, SLB, LULU, TT, FB, SCHV, SHBI, TGT, IGV, TMV,
For the details of Danda Trouve Investment Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/danda+trouve+investment+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Danda Trouve Investment Management, Inc.- iShares U.S. Technology (IYW) - 33,880 shares, 14.86% of the total portfolio. Shares reduced by 1.94%
- iShares Core 1-5 Year USD Bond ETF (ISTB) - 65,018 shares, 7.04% of the total portfolio. Shares reduced by 0.24%
- iShares Global Healthcare (IXJ) - 51,340 shares, 6.71% of the total portfolio. Shares reduced by 4.31%
- iShares MBS ETF (MBB) - 27,872 shares, 6.60% of the total portfolio. Shares added by 10.22%
- Nuveen AMT-Free Municipal Credit Income Fund (NVG) - 202,155 shares, 6.37% of the total portfolio. Shares added by 2.40%
Danda Trouve Investment Management, Inc. initiated holding in Zoom Video Communications Inc. The purchase prices were between $67.28 and $159.56, with an estimated average price of $97.73. The stock is now traded at around $150.25. The impact to a portfolio due to this purchase was 0.06%. The holding were 200 shares as of .
New Purchase: Regeneron Pharmaceuticals Inc (REGN)Danda Trouve Investment Management, Inc. initiated holding in Regeneron Pharmaceuticals Inc. The purchase prices were between $336.18 and $494.43, with an estimated average price of $411.31. The stock is now traded at around $558.08. The impact to a portfolio due to this purchase was 0.04%. The holding were 40 shares as of .
New Purchase: Chipotle Mexican Grill Inc (CMG)Danda Trouve Investment Management, Inc. initiated holding in Chipotle Mexican Grill Inc. The purchase prices were between $465.21 and $933.84, with an estimated average price of $794.62. The stock is now traded at around $882.26. The impact to a portfolio due to this purchase was 0.03%. The holding were 20 shares as of .
New Purchase: Waste Connections Inc (WCN)Danda Trouve Investment Management, Inc. initiated holding in Waste Connections Inc. The purchase prices were between $71.47 and $104.67, with an estimated average price of $94.16. The stock is now traded at around $85.99. The impact to a portfolio due to this purchase was 0.03%. The holding were 180 shares as of .
New Purchase: Sprint Corp (S)Danda Trouve Investment Management, Inc. initiated holding in Sprint Corp. The purchase prices were between $4.28 and $10.05, with an estimated average price of $6.98. The stock is now traded at around $8.62. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,413 shares as of .
New Purchase: Salesforce.com Inc (CRM)Danda Trouve Investment Management, Inc. initiated holding in Salesforce.com Inc. The purchase prices were between $124.3 and $193.36, with an estimated average price of $171.77. The stock is now traded at around $154.14. The impact to a portfolio due to this purchase was 0.02%. The holding were 65 shares as of .
Added: Sprott Physical Gold Trust (PHYS)Danda Trouve Investment Management, Inc. added to a holding in Sprott Physical Gold Trust by 32.64%. The purchase prices were between $11.8 and $13.39, with an estimated average price of $12.71. The stock is now traded at around $13.86. The impact to a portfolio due to this purchase was 1.49%. The holding were 214,979 shares as of .
Added: Amazon.com Inc (AMZN)Danda Trouve Investment Management, Inc. added to a holding in Amazon.com Inc by 200.00%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2363.49. The impact to a portfolio due to this purchase was 0.13%. The holding were 45 shares as of .
Added: The Home Depot Inc (HD)Danda Trouve Investment Management, Inc. added to a holding in The Home Depot Inc by 960.00%. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $204.17. The impact to a portfolio due to this purchase was 0.1%. The holding were 265 shares as of .
Added: SPDR Select Sector Fund - Energy Select Sector (XLE)Danda Trouve Investment Management, Inc. added to a holding in SPDR Select Sector Fund - Energy Select Sector by 52.06%. The purchase prices were between $23.57 and $60.87, with an estimated average price of $48.26. The stock is now traded at around $33.46. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,346 shares as of .
Added: JPMorgan Chase & Co (JPM)Danda Trouve Investment Management, Inc. added to a holding in JPMorgan Chase & Co by 30.78%. The purchase prices were between $79.03 and $141.09, with an estimated average price of $122.27. The stock is now traded at around $89.34. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,521 shares as of .
Added: Alphabet Inc (GOOGL)Danda Trouve Investment Management, Inc. added to a holding in Alphabet Inc by 42.86%. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1258.41. The impact to a portfolio due to this purchase was 0.04%. The holding were 50 shares as of .
Sold Out: Vanguard Consumer Discretion (VCR)Danda Trouve Investment Management, Inc. sold out a holding in Vanguard Consumer Discretion. The sale prices were between $127.14 and $204.46, with an estimated average price of $180.7.
Sold Out: Costamare Inc (CMRE)Danda Trouve Investment Management, Inc. sold out a holding in Costamare Inc. The sale prices were between $3.55 and $10.71, with an estimated average price of $7.26.
Sold Out: E-TRACS USB Bloomberg Commodity Index Exchange Tra (UCI)Danda Trouve Investment Management, Inc. sold out a holding in E-TRACS USB Bloomberg Commodity Index Exchange Tra. The sale prices were between $10.52 and $15.03, with an estimated average price of $13.42.
Sold Out: Verizon Communications Inc (VZ)Danda Trouve Investment Management, Inc. sold out a holding in Verizon Communications Inc. The sale prices were between $49.94 and $61.4, with an estimated average price of $57.34.
Sold Out: Accenture PLC (ACN)Danda Trouve Investment Management, Inc. sold out a holding in Accenture PLC. The sale prices were between $143.69 and $215.92, with an estimated average price of $193.46.
Sold Out: Caterpillar Inc (CAT)Danda Trouve Investment Management, Inc. sold out a holding in Caterpillar Inc. The sale prices were between $91.85 and $150.53, with an estimated average price of $128.51.
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