Campbell Wealth Management Purchases and Sells in Q1 2024

Campbell Wealth Management

$1.01 Billion
Q1 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHI	1.77M + 570.29%	$43.87 - $44.99 $77.8M - $79.8M	2.08M $92.7M
AGG	529K + 76.34%	$96.75 - $99.37 $51.2M - $52.5M	1.22M $120M
SCHX	290K + 6.33%	$55.41 - $62.08 $16.1M - $18M	4.87M $303M
BSV	441K + 3696.56%	$76.34 - $77.25 $33.7M - $34.1M	453K $34.8M
DIA	67.7K + 81.87%	$372.72 - $397.76 $25.2M - $26.9M	150K $59.8M
XLF	33.6K + 4.93%	$37.27 - $42.12 $1.25M - $1.42M	715K $30.1M

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	15.6K New	$189.48 - $210.3 $2.96M - $3.28M	15.6K $3.28M
SGOV	16.3K New	$100.29 - $100.71 $1.64M - $1.64M	16.3K $1.64M
MAR	3.69K New	$219.04 - $255.27 $808K - $942K	3.69K $931K
MTD	497 New	$1132.29 - $1350.46 $563K - $671K	497 $662K
IWR	5.24K New	$75.37 - $84.09 $395K - $440K	5.24K $440K
VGT	768 New	$462.18 - $530.16 $355K - $407K	768 $403K

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TIP	-504K - 99.6%	$105.69 - $108.04 $53.3M - $54.5M	2K $215K
IBTE	-973K - 54.05%	$23.85 - $23.95 $23.2M - $23.3M	827K $19.8M
IWV	-20.4K - 25.95%	$268.36 - $300.08 $5.48M - $6.13M	58.3K $17.5M
QQQ	-20.1K - 11.6%	$396.28 - $446.38 $7.98M - $8.99M	153K $68.1M
STIP	-29.1K - 88.74%	$98.36 - $99.47 $2.86M - $2.89M	3.69K $367K
XLI	-50.5K - 14.55%	$110.23 - $125.96 $5.57M - $6.36M	297K $37.4M

Activity Summary All Purchases 78 New Holdings 34 Increased Positions 44 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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