Joule Financial, LLC Purchases and Sells in Q3 2024

Joule Financial, LLC

$273 Million
Q3 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	57.8K + 8.45%	$71.45 - $75.64 $4.13M - $4.37M	741K $55.7M
SCHD	42.1K + 22.38%	$77.02 - $85.06 $3.25M - $3.58M	230K $19.5M
IEF	31.5K + 24.57%	$92.67 - $99.14 $2.91M - $3.12M	159K $15.6M
RSP	1.34K + 0.65%	$162.83 - $179.16 $218K - $240K	207K $37M
LQD	8.94K + 4.38%	$106.11 - $113.72 $949K - $1.02M	213K $24.1M
SCHA	2.67K + 0.87%	$46.9 - $51.96 $125K - $139K	309K $15.9M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAYS	403K New	$3.67 - $5.48 $1.48M - $2.21M	403K $1.48M
BABA	7.67K New	$72.18 - $107.33 $553K - $823K	7.67K $813K
KR	10.1K New	$50.43 - $57.3 $507K - $576K	10.1K $576K
SH	42.2K New	$10.85 - $12.08 $458K - $509K	42.2K $457K
LMT	418 New	$460.3 - $584.56 $192K - $244K	418 $244K
LOW	852 New	$213.3 - $270.78 $182K - $231K	852 $230K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGT	-2.95K - 45.04%	$514.43 - $606.85 $1.51M - $1.79M	3.59K $2.11M
QQQ	-3.54K - 32.05%	$434.77 - $502.96 $1.54M - $1.78M	7.51K $3.67M
GOOGL	-1.77K - 14.24%	$148.65 - $191.18 $263K - $338K	10.6K $1.76M
VFH	-7.03K - 22.56%	$99.27 - $111.21 $697K - $781K	24.1K $2.65M
IBM	-4.06K - 42.86%	$175.1 - $223.38 $711K - $906K	5.41K $1.2M
MSFT	-416 - 11.2%	$395.15 - $467.56 $164K - $195K	3.3K $1.42M

Sold Out

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARKK	-22.6K Closed	$39.47 - $49.4 $891K - $1.12M	0 $0
COST	-778 Closed	$801.83 - $917.05 $624K - $713K	0 $0
SWN	-55.4K Closed	$6.0 - $7.15 $333K - $396K	0 $0
BEN	-13.1K Closed	$19.13 - $23.97 $250K - $313K	0 $0
AMSC	-9.65K Closed	$18.42 - $32.42 $178K - $313K	0 $0
KMB	-1.45K Closed	$135.05 - $148.35 $196K - $216K	0 $0

Activity Summary All Purchases 56 New Holdings 10 Increased Positions 46 All Sells 51 Reductions 45 Sold out 6 Calls 0 Puts 0

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