BOUGHT: BABA (added to position) TCEHY (added to position)
BOUGHT: CAT (added to position / Trading Account) JNJ (added to position / Holding Account)) VZ (added to position / Holding Account)
BOUGHT: BABA (restarted position after China internet guidelines) TCEHY (restarted position after China internet guidelines)
BOUGHT: JNJ (added to position in our Holding Portfolio, on overall healthcare weakness ahead of Supreme Court and election decisions)
With market weakness today ahead of the election D&D took advantage of some price discovery with a focus on cyclicals and India. BOUGHT: CAT (began position and will add on further weakness in coming trading days, on perceived infrastructure spending) SPCE (began position ahead of election and will add more on further weakness post election, … Continue reading
BOUGHT: VZ (started position in our Holding Portfolio ahead of earnings)
BOUGHT: BA (added to position in our Holding Portfolio)
BOUGHT: JPM (added to position in Holding Portfolio) BA (began position in Holding Portfolio) JNJ (began position in Holding Portfolio) UNH (began position in Trading Portfolio)
Bought: GOLD (added to position in Trading Portfolio) JPM (began position in Holding Portfolio)
SOLD: CRM (trimmed profits) MSFT (trimmed profits) SHOP (trimmed profits)
