Sharkey, Howes & Javer Purchases and Sells in Q4 2024

Sharkey, Howes & Javer

$676 Million
Q4 2024

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	107K + 4870.54%	$96.64 - $101.23 $10.3M - $10.8M	109K $10.6M
SPY	2.38K + 7.17%	$567.81 - $607.81 $1.35M - $1.45M	35.6K $20.8M
SPYG	13.1K + 26.92%	$81.74 - $91.38 $1.07M - $1.2M	61.7K $5.43M
HYBL	39.6K + 73.92%	$28.25 - $28.72 $1.12M - $1.14M	93.3K $2.65M
XLSR	15.5K + 10.88%	$51.31 - $55.61 $797K - $864K	158K $8.46M
BIL	9.23K + 112.14%	$91.29 - $91.8 $843K - $847K	17.5K $1.6M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	31.4K New	$201.32 - $217.44 $6.33M - $6.83M	31.4K $6.5M
IAU	62K New	$48.37 - $52.65 $3M - $3.27M	62K $3.07M
MEAR	25.4K New	$49.94 - $50.28 $1.27M - $1.28M	25.4K $1.27M
MMTM	3.55K New	$249.14 - $273.15 $884K - $969K	3.55K $923K
HYDB	16.1K New	$46.68 - $47.95 $753K - $773K	16.1K $758K
EEM	13.6K New	$41.82 - $47.36 $568K - $644K	13.6K $568K

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	-142K - 8.35%	$45.07 - $47.1 $6.4M - $6.69M	1.56M $70.4M
TOTL	-55.3K - 16.54%	$39.3 - $41.34 $2.17M - $2.29M	279K $11M
SPAB	-86.3K - 27.02%	$24.94 - $26.14 $2.15M - $2.26M	233K $5.83M
TLT	-6.15K - 6.84%	$87.1 - $98.49 $536K - $606K	83.8K $7.32M
GCOW	-25.5K - 46.91%	$33.43 - $36.52 $854K - $933K	28.9K $975K
RSP	-4.09K - 30.2%	$174.22 - $187.62 $712K - $766K	9.44K $1.65M

Activity Summary All Purchases 81 New Holdings 12 Increased Positions 69 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.