Watershed Private Wealth LLC Purchases and Sells in Q1 2024

Watershed Private Wealth LLC

$226 Billion
Q1 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	22.8K + 38.2%	$469.56 - $525.73 $10.7M - $12M	82.5K $43.4B
QUAL	52.7K + 1170.5%	$144.62 - $165.44 $7.62M - $8.71M	57.2K $9.39B
AGG	87.9K + 203.97%	$96.75 - $99.37 $8.5M - $8.74M	131K $12.8B
VUG	20.5K + 1564.25%	$301.05 - $346.61 $6.18M - $7.11M	21.8K $7.52B
EFV	97.9K + 974.28%	$50.46 - $54.5 $4.94M - $5.33M	108K $5.87B
EFG	48.8K + 1328.81%	$93.77 - $104.85 $4.57M - $5.11M	52.4K $5.44B

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	187K New	$38.54 - $44.62 $7.21M - $8.34M	187K $8.3B
XCEM	114K New	$28.71 - $31.12 $3.28M - $3.55M	114K $3.55B
HEFA	81.2K New	$31.29 - $34.9 $2.54M - $2.83M	81.2K $2.83B
IXC	57.8K New	$37.37 - $42.95 $2.16M - $2.48M	57.8K $2.48B
MBB	21.2K New	$91.2 - $93.98 $1.93M - $1.99M	21.2K $1.96B
IFRA	43.1K New	$38.14 - $43.36 $1.65M - $1.87M	43.1K $1.87B

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	-32K - 82.04%	$171.09 - $186.81 $5.48M - $5.98M	7.01K $1.31B
EFA	-61.4K - 90.63%	$73.11 - $80.04 $4.49M - $4.91M	6.35K $507M
LQD	-36.9K - 84.93%	$106.98 - $110.63 $3.95M - $4.08M	6.54K $713M
ITOT	-34.8K - 83.5%	$103.16 - $115.3 $3.59M - $4.01M	6.88K $793M
EMXC	-55.7K - 79.87%	$52.7 - $57.65 $2.93M - $3.21M	14K $808M
IVW	-40.7K - 77.09%	$72.87 - $85.14 $2.96M - $3.46M	12.1K $1.02B

Activity Summary All Purchases 57 New Holdings 23 Increased Positions 34 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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