Alterity Financial Group, LLC Purchases and Sells in Q4 2023

Alterity Financial Group, LLC

$69.9 Million
Q4 2023

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RTX	73 + 0.53%	$69.38 - $84.17 $5.06K - $6.14K	13.8K $1.16M
LLY	31 + 2.33%	$525.19 - $619.13 $16.3K - $19.2K	1.36K $795K
PYPL	734 + 18.08%	$50.39 - $63.08 $37K - $46.3K	4.79K $294K
SCHD	234 + 4.87%	$66.9 - $76.32 $15.7K - $17.9K	5.04K $383K
WM	15 + 0.99%	$151.21 - $179.1 $2.27K - $2.69K	1.53K $274K
MHD	1 + 0.01%	$9.96 - $11.93 $9.96 - $11.9	13K $155K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	594 New	$410.68 - $476.69 $244K - $283K	594 $282K
GRMN	2.11K New	$99.71 - $128.91 $210K - $272K	2.11K $270K
QQQ	586 New	$343.66 - $411.5 $201K - $241K	586 $239K
FIVE	1.12K New	$155.83 - $213.84 $174K - $239K	1.12K $238K
DOCN	6.26K New	$19.82 - $38.15 $124K - $239K	6.26K $229K
NFLX	438 New	$346.19 - $495.02 $152K - $217K	438 $213K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-20 - 0.16%	$98.05 - $115.83 $1.96K - $2.32K	12.3K $1.23M
BMY	-124 - 0.76%	$48.48 - $57.85 $6.01K - $7.17K	16.1K $826K
TTD	-430 - 11.07%	$63.46 - $85.16 $27.3K - $36.6K	3.46K $248K
CQP	-29 - 0.27%	$49.79 - $61.74 $1.44K - $1.79K	10.8K $536K
JNJ	-271 - 3.54%	$145.6 - $158.88 $39.5K - $43.1K	7.38K $1.16M
TSLA	-102 - 2.52%	$197.36 - $263.62 $20.1K - $26.9K	3.95K $980K

Activity Summary All Purchases 16 New Holdings 7 Increased Positions 9 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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