Esg Planning Purchases and Sells in Q3 2024

Esg Planning

$151 Million
Q3 2024

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	159K + 305.19%	$98.91 - $134.91 $15.7M - $21.5M	211K $25.7M
MUB	32.5K + 21.1%	$106.13 - $108.7 $3.45M - $3.53M	187K $20.3M
AAPL	11.2K + 60.97%	$207.23 - $234.82 $2.32M - $2.63M	29.6K $6.89M
BND	31K + 24.17%	$71.45 - $75.64 $2.21M - $2.34M	159K $11.9M
JNK	15.2K + 19.95%	$93.65 - $97.81 $1.42M - $1.48M	91.1K $8.91M
VGT	2.4K + 25.52%	$514.43 - $606.85 $1.23M - $1.45M	11.8K $6.91M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WDC	10.3K New	$56.25 - $80.24 $580K - $828K	10.3K $704K
CSCO	10.8K New	$44.74 - $53.22 $485K - $576K	10.8K $576K
QCOM	2.02K New	$156.12 - $209.64 $316K - $424K	2.02K $343K
ORCL	1.99K New	$125.9 - $170.35 $250K - $338K	1.99K $338K
PLXS	2.48K New	$102.17 - $136.71 $253K - $339K	2.48K $338K
NVO	2.14K New	$119.07 - $145.42 $255K - $312K	2.14K $255K

Top Sells

Activity Summary All Purchases 48 New Holdings 8 Increased Positions 40 All Sells 0 Reductions 0 Sold out 0 Calls 0 Puts 0

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