Keystone Wealth Services, LLC Purchases and Sells in Q1 2024

Keystone Wealth Services, LLC

$284 Million
Q1 2024

Top Buys

Incresed Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	187 + 0.34%	$469.56 - $525.73 $87.8K - $98.3K	54.8K $28.8M
VIG	9.49K + 257.94%	$168.47 - $182.98 $1.6M - $1.74M	13.2K $2.4M
FBND	28K + 18.18%	$44.85 - $46.02 $1.26M - $1.29M	182K $8.25M
MSFT	141 + 0.67%	$367.75 - $429.37 $51.9K - $60.5K	21.1K $8.87M
SPY	246 + 1.72%	$467.28 - $523.17 $115K - $129K	14.6K $7.62M
XOM	51 + 0.11%	$96.8 - $116.24 $4.94K - $5.93K	46.8K $5.44M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBCG	60.5K New	$32.19 - $38.84 $1.95M - $2.35M	60.5K $2.33M
XMHQ	13.2K New	$86.47 - $110.05 $1.14M - $1.45M	13.2K $1.45M
RSP	1.56K New	$153.84 - $169.37 $240K - $264K	1.56K $264K
CAT	669 New	$278.63 - $366.43 $186K - $245K	669 $245K
LRCX	249 New	$731.08 - $994.57 $182K - $248K	249 $241K
AVGO	159 New	$1049.01 - $1407.01 $167K - $224K	159 $210K

Top Sells

Reduced Positions

93 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-5.95K - 7.82%	$169.0 - $195.18 $1.01M - $1.16M	70.1K $12M
EFV	-36.5K - 73.83%	$50.46 - $54.5 $1.84M - $1.99M	13K $704K
QUAL	-8.37K - 28.98%	$144.62 - $165.44 $1.21M - $1.39M	20.5K $3.37M
XLG	-19.6K - 32.77%	$37.01 - $42.29 $725K - $828K	40.2K $1.69M
MRK	-2.64K - 62.31%	$113.24 - $131.95 $299K - $348K	1.6K $210K
GOOGL	-2.3K - 25.17%	$131.4 - $153.51 $302K - $353K	6.85K $1.03M

Activity Summary All Purchases 85 New Holdings 12 Increased Positions 73 All Sells 93 Reductions 93 Sold out 0 Calls 0 Puts 0

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