Keystone Financial Services Purchases and Sells in Q1 2024

Keystone Financial Services

$228 Million
Q1 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	171K + 44.32%	$45.02 - $46.27 $7.68M - $7.9M	556K $25.3M
IVW	53K + 95.84%	$72.87 - $85.14 $3.86M - $4.51M	108K $9.15M
EMXC	36.6K + 85.26%	$52.7 - $57.65 $1.93M - $2.11M	79.5K $4.57M
EFG	7.01K + 8.61%	$93.77 - $104.85 $657K - $735K	88.4K $9.18M
IYW	3.38K + 6.91%	$117.5 - $136.59 $398K - $462K	52.4K $7.07M
IXC	5.28K + 13.06%	$37.37 - $42.95 $197K - $227K	45.7K $1.96M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	299K New	$38.54 - $44.62 $11.5M - $13.3M	299K $13.3M
IVE	51.2K New	$171.09 - $186.81 $8.76M - $9.56M	51.2K $9.56M
HEFA	97K New	$31.29 - $34.9 $3.03M - $3.38M	97K $3.38M
MDT	5.11K New	$82.84 - $88.09 $423K - $450K	5.11K $445K
ZBRA	891 New	$239.17 - $301.44 $213K - $269K	891 $268K
ICVT	2.91K New	$76.72 - $80.06 $223K - $233K	2.91K $232K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESGU	-59.3K - 89.5%	$102.91 - $114.96 $6.1M - $6.82M	6.96K $799K
IVV	-20.8K - 15.19%	$469.56 - $525.73 $9.79M - $11M	116K $61.2M
TFLO	-82.4K - 75.08%	$50.47 - $50.7 $4.16M - $4.18M	27.3K $1.39M
LQD	-26.3K - 84.59%	$106.98 - $110.63 $2.81M - $2.91M	4.79K $522K
EFV	-60.7K - 24.21%	$50.46 - $54.5 $3.06M - $3.31M	190K $10.3M
IEMG	-48.6K - 46.12%	$47.6 - $51.96 $2.31M - $2.52M	56.8K $2.93M

Activity Summary All Purchases 45 New Holdings 10 Increased Positions 35 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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