Abundance Wealth Counselors Purchases and Sells in Q1 2024

Abundance Wealth Counselors

$434 Million
Q1 2024

Top Buys

Incresed Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCT	1.18M + 21.03%	$2.4 - $6.22 $2.83M - $7.33M	6.78M $42.2M
IEFA	6.37K + 1.51%	$68.14 - $74.43 $434K - $474K	429K $31.8M
IQLT	14.1K + 2.64%	$36.14 - $39.86 $510K - $563K	549K $21.8M
VZ	11.2K + 19.24%	$37.9 - $42.49 $423K - $474K	69.1K $2.9M
XBI	1.16K + 1.25%	$87.05 - $102.89 $101K - $119K	94.2K $8.94M
IJH	128K + 386.45%	$56.98 - $284.98 $7.31M - $36.6M	161K $9.81M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DES	8.16K New	$30.25 - $32.68 $247K - $267K	8.16K $267K
BITO	8K New	$18.92 - $33.65 $151K - $269K	8K $258K
MU	2K New	$79.5 - $119.25 $159K - $239K	2K $236K
MSTR	120 New	$450.19 - $1919.16 $54K - $230K	120 $205K
XLE	2.15K New	$79.91 - $94.41 $171K - $203K	2.15K $203K
PTON	10.7K New	$4.02 - $6.72 $43.1K - $72.1K	10.7K $46K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HDV	-16.9K - 77.67%	$101.8 - $110.21 $1.72M - $1.86M	4.87K $536K
AVGO	-1.65K - 54.09%	$1049.01 - $1407.01 $1.73M - $2.31M	1.4K $1.85M
AAPL	-195 - 0.36%	$169.0 - $195.18 $33K - $38.1K	54.7K $9.38M
TSLA	-293 - 5.12%	$162.5 - $248.42 $47.6K - $72.8K	5.43K $954K
ADBE	-82 - 3.51%	$492.46 - $634.76 $40.4K - $52.1K	2.25K $1.14M
KO	-2.44K - 20.99%	$58.91 - $61.24 $144K - $149K	9.17K $561K

Activity Summary All Purchases 92 New Holdings 6 Increased Positions 86 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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