Wela Strategies, Inc. Purchases and Sells in Q4 2024

Wela Strategies, Inc.

$241 Million
Q4 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DE	25.6K + 2242.28%	$389.45 - $466.0 $9.96M - $11.9M	26.7K $11.3M
CWI	43.2K + 179.43%	$27.88 - $30.51 $1.21M - $1.32M	67.3K $1.88M
EMLP	5.8K + 9.14%	$33.69 - $38.24 $196K - $222K	69.3K $2.47M
HON	610 + 32.67%	$202.84 - $236.0 $124K - $144K	2.48K $559K
GILD	816 + 13.93%	$83.95 - $97.9 $68.5K - $79.9K	6.68K $616K
AXP	251 + 14.8%	$267.35 - $305.57 $67.1K - $76.7K	1.95K $577K

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRTX	46.1K New	$396.64 - $516.74 $18.3M - $23.8M	46.1K $18.6M
QQQ	24.5K New	$481.22 - $538.17 $11.8M - $13.2M	24.5K $12.5M
NKE	121K New	$73.36 - $89.13 $8.87M - $10.8M	121K $9.15M
XLU	118K New	$74.89 - $82.93 $8.87M - $9.82M	118K $8.96M
BRK-B	18.7K New	$442.29 - $483.08 $8.27M - $9.03M	18.7K $8.48M
WFC	101K New	$54.98 - $77.35 $5.55M - $7.81M	101K $7.09M

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-53.2K - 55.88%	$570.51 - $610.59 $30.3M - $32.5M	42K $24.7M
XLF	-113K - 99.13%	$44.89 - $51.34 $5.07M - $5.79M	986 $47K
BIV	-23.5K - 69.8%	$74.5 - $78.37 $1.75M - $1.84M	10.2K $760K
EXC	-7.61K - 40.69%	$36.22 - $40.97 $276K - $312K	11.1K $417K
BLV	-624 - 2.69%	$68.25 - $75.42 $42.6K - $47.1K	22.6K $1.54M
SO	-448 - 12.57%	$81.5 - $94.15 $36.5K - $42.2K	3.12K $256K

Activity Summary All Purchases 43 New Holdings 24 Increased Positions 19 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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