Members Advisory Group LLC Purchases and Sells in Q1 2024

Members Advisory Group LLC

$176 Million
Q1 2024

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	1.36K + 1.05%	$80.6 - $93.32 $109K - $127K	131K $12.1M
JEPI	2.26K + 1.65%	$54.75 - $57.86 $124K - $131K	140K $8.09M
LQD	6.35K + 3.36%	$106.98 - $110.63 $679K - $702K	195K $21.3M
ISCG	1.83K + 3.08%	$41.98 - $46.57 $76.9K - $85.3K	61.3K $2.85M
TLH	1.03K + 0.65%	$102.54 - $108.16 $106K - $111K	160K $16.8M
TLT	1.97K + 1.14%	$92.18 - $98.72 $182K - $195K	174K $16.5M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PFE	21.1K New	$25.89 - $29.73 $545K - $626K	21.1K $584K
JEPQ	8.59K New	$49.02 - $54.29 $421K - $467K	8.59K $466K
IWM	1.83K New	$189.48 - $210.3 $348K - $386K	1.83K $385K
IJR	2.5K New	$102.35 - $110.52 $256K - $276K	2.5K $276K
IWR	3.02K New	$75.37 - $84.09 $227K - $254K	3.02K $253K
AAPL	1.29K New	$169.0 - $195.18 $217K - $251K	1.29K $220K

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	-18.9K - 47.73%	$48.05 - $48.63 $910K - $921K	20.7K $999K
SCHZ	-15.4K - 5.64%	$45.44 - $46.67 $698K - $717K	257K $11.8M
CDL	-9.32K - 15.77%	$57.28 - $62.16 $534K - $579K	49.8K $3.09M
BA	-90 - 5.78%	$179.84 - $251.76 $16.2K - $22.7K	1.47K $283K
VDC	-15 - 1.18%	$189.57 - $204.14 $2.84K - $3.06K	1.26K $256K
MTUM	-1 - 0.06%	$152.32 - $189.2 $152 - $189	1.8K $336K

Activity Summary All Purchases 14 New Holdings 8 Increased Positions 6 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Members Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Members Advisory Group LLC with notifications on news.