Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1531)	5/25/2023 5:30:29 PM
From: chowder	Read Replies (1) of 21804

Re: Young Folk Portfolio ... Purchases Today I liquidated the TGT position which generated $4,055 in cash to be invested into the following current holdings. DPZ - 4 shares SYY - 14 shares ABT - 10 shares NKE - 7 shares NSC - 3 shares NEE - 10 shares DG - 2 shares IHI (a healthcare ETF) - 46 shares This brought these holdings up to the following market values: IHI .... $12,049 NEE .. $10,239 DG .... $10,235 ABT .. $10,191 NSC .. $10.165 DPZ .. $10,103 SYY .. $10,061 NKE .. $10,018 These moves were made in the taxable account. TGT was a profitable holding +52% at the sale today. All holdings in this portfolio are set up on dividend reinvestment.

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