Strategic Equity Management Purchases and Sells in Q3 2024

Strategic Equity Management

$184 Million
Q3 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	118K + 29.14%	$61.11 - $67.85 $7.23M - $8.03M	524K $35.6M
VV	23.1K + 66.58%	$236.92 - $263.4 $5.47M - $6.08M	57.7K $15.2M
IWV	16.3K + 52.62%	$294.75 - $326.73 $4.81M - $5.34M	47.4K $15.5M
SPY	7.82K + 19.1%	$517.38 - $573.86 $4.04M - $4.49M	48.7K $28M
COWZ	60.2K + 69.88%	$53.41 - $57.9 $3.21M - $3.48M	146K $8.46M
ITOT	19.7K + 45.09%	$113.41 - $125.62 $2.23M - $2.47M	63.3K $7.95M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRO	97.2K New	$57.47 - $62.76 $5.59M - $6.1M	97.2K $6.09M
GOOG	5.08K New	$149.54 - $192.66 $759K - $978K	5.08K $848K
VTI	2.44K New	$255.18 - $283.2 $624K - $692K	2.44K $692K
SPLV	5.28K New	$64.57 - $71.76 $341K - $379K	5.28K $378K
IJR	2.81K New	$105.53 - $118.34 $296K - $332K	2.81K $328K
IVE	1.42K New	$181.06 - $197.17 $257K - $280K	1.42K $279K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-71.6K - 91.39%	$57.32 - $62.65 $4.11M - $4.49M	6.75K $420K
COF	-932 - 36.45%	$131.42 - $153.05 $122K - $143K	1.63K $243K
IWY	-481 - 10.43%	$194.66 - $225.97 $93.6K - $109K	4.13K $908K
SCHB	-397 - 7.48%	$59.93 - $66.52 $23.8K - $26.4K	4.91K $326K
IWL	-2.87K - 4.65%	$126.32 - $140.44 $362K - $402K	58.8K $8.25M
IUSB	-116 - 1.5%	$44.83 - $47.42 $5.2K - $5.5K	7.63K $359K

Activity Summary All Purchases 44 New Holdings 10 Increased Positions 34 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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