New Potomac Partners, LLC Buys Simon Property Group Inc, Invesco BulletShares 2027 Corporate ...
Investment company New Potomac Partners, LLC (Current Portfolio) buys Simon Property Group Inc, Invesco BulletShares 2027 Corporate Bond ETF, sells Invesco BulletShares 2021 Corporate Bond ETF, AT&T Inc, Invesco BulletShares 2022 Corporate Bond ETF, Duke Energy Corp, Sempra Energy during the 3-months ended 2021Q4, according to the most recent filings of the investment company, New Potomac Partners, LLC. As of 2021Q4, New Potomac Partners, LLC owns 60 stocks with a total value of $154 million. These are the details of the buys and sells.
New Purchases: SPG, BSCR,
Added Positions: PEP, AMZN, IAU, SYK, BSCP, BSCQ, BSCO, IVV, TGT, CSCO, HON, MSFT, DIS, EMB, XLK, RSP, BIV, ANGL, VZ, VNQ,
Reduced Positions: AMP, ORCL, IGSB, CB, BSCN, IYW, JPM, TRV, STIP, JNJ, CVX, AAXJ, CRL, PGX, COP, GOOGL, LH, SLV, TFI, NKE, MRK,
Sold Out: BSCL, T, BSCM, DUK, SRE, PYPL, SHY,
For the details of New Potomac Partners, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/new+potomac+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of New Potomac Partners, LLC
iShares Gold Trust (IAU) - 272,751 shares, 6.15% of the total portfolio. Shares added by 2.42%
Apple Inc (AAPL) - 45,802 shares, 5.27% of the total portfolio. Shares reduced by 0.97%
Microsoft Corp (MSFT) - 23,006 shares, 5.01% of the total portfolio. Shares added by 1.06%
iShares Core S&P 500 ETF (IVV) - 14,643 shares, 4.52% of the total portfolio. Shares added by 1.53%
Lam Research Corp (LRCX) - 6,756 shares, 3.15% of the total portfolio. Shares reduced by 0.44%
New Purchase: Simon Property Group Inc (SPG)
New Potomac Partners, LLC initiated holding in Simon Property Group Inc. The purchase prices were between $131.39 and $170.5, with an estimated average price of $153.23. The stock is now traded at around $147.430000. The impact to a portfolio due to this purchase was 1.43%. The holding were 13,810 shares as of 2021-12-31.
New Purchase: Invesco BulletShares 2027 Corporate Bond ETF (BSCR)
New Potomac Partners, LLC initiated holding in Invesco BulletShares 2027 Corporate Bond ETF. The purchase prices were between $21.33 and $21.78, with an estimated average price of $21.53. The stock is now traded at around $21.130000. The impact to a portfolio due to this purchase was 0.27%. The holding were 19,300 shares as of 2021-12-31.
Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)
New Potomac Partners, LLC sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.
Sold Out: AT&T Inc (T)
New Potomac Partners, LLC sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.
Sold Out: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)
New Potomac Partners, LLC sold out a holding in Invesco BulletShares 2022 Corporate Bond ETF. The sale prices were between $21.36 and $21.41, with an estimated average price of $21.38.
Sold Out: Duke Energy Corp (DUK)
New Potomac Partners, LLC sold out a holding in Duke Energy Corp. The sale prices were between $96.62 and $104.9, with an estimated average price of $101.43.
Sold Out: PayPal Holdings Inc (PYPL)
New Potomac Partners, LLC sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.
Sold Out: Sempra Energy (SRE)
New Potomac Partners, LLC sold out a holding in Sempra Energy. The sale prices were between $119.66 and $132.28, with an estimated average price of $126.77.
Reduced: Invesco BulletShares 2023 Corporate Bond ETF (BSCN)
New Potomac Partners, LLC reduced to a holding in Invesco BulletShares 2023 Corporate Bond ETF by 32.02%. The sale prices were between $21.42 and $21.55, with an estimated average price of $21.48. The stock is now traded at around $21.390000. The impact to a portfolio due to this sale was -0.13%. New Potomac Partners, LLC still held 19,100 shares as of 2021-12-31.
Reduced: The Travelers Companies Inc (TRV)
New Potomac Partners, LLC reduced to a holding in The Travelers Companies Inc by 20.45%. The sale prices were between $145.48 and $162.37, with an estimated average price of $156.33. The stock is now traded at around $165.180000. The impact to a portfolio due to this sale was -0.09%. New Potomac Partners, LLC still held 3,365 shares as of 2021-12-31.
Reduced: Johnson & Johnson (JNJ)
New Potomac Partners, LLC reduced to a holding in Johnson & Johnson by 21.77%. The sale prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $165.250000. The impact to a portfolio due to this sale was -0.05%. New Potomac Partners, LLC still held 1,764 shares as of 2021-12-31.
Reduced: Charles River Laboratories International Inc (CRL)
New Potomac Partners, LLC reduced to a holding in Charles River Laboratories International Inc by 21.43%. The sale prices were between $351.38 and $448.68, with an estimated average price of $387.62. The stock is now traded at around $332.100000. The impact to a portfolio due to this sale was -0.04%. New Potomac Partners, LLC still held 550 shares as of 2021-12-31.
Here is the complete portfolio of New Potomac Partners, LLC. Also check out:
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4. Stocks that New Potomac Partners, LLC keeps buyingThis article first appeared on GuruFocus.
