Friday, May 1, 2020

Portfolio Update April 2020: Bought 32 Stocks (4 New Buys!) and Sold 1


The time has come for my monthly portfolio update. At the end of every month, I will update my portfolio and comment on any changes. I do that for accountability and also so you may glean some ideas on how I allocate my capital. You have the opportunity to learn from what I do well so you can do the same, as well as what I do poorly, so you will not have to repeat my mistakes.

Follow my real-time portfolio here. Below is a snapshot of my stocks and ETFs portfolio as of 5/1/20:

TickerShares HeldCost BasisPriceTotal InvestedMarket ValueG/L ($)G/L (%)WeightDiv/shDividendYieldYOC
Total17965.5998$57.86$74.98$1,039,560.76$1,347,075.60$307,514.8429.58%100.00%
$13,895.901.03%1.34%
BIIB272.13567$232.14$293.27$63,173.07$79,809.23$16,636.1626.33%5.92%$0.00$0.000.00%0.00%
IJR1266$71.27$61.52$90,231.93$77,884.32-$12,347.61-13.68%5.78%$1.21$1,529.351.96%1.69%
BKNG43.61704$1,532.28$1,447.62$66,833.61$63,140.90-$3,692.71-5.53%4.69%$0.00$0.000.00%0.00%
AZO49.07628$748.35$1,000.34$36,726.21$49,092.97$12,366.7633.67%3.64%$0.00$0.000.00%0.00%
CI268$157.04$190.12$42,086.95$50,952.16$8,865.2121.06%3.78%$0.04$10.720.02%0.03%
BDX198.014047$97.97$249.11$19,400.00$49,327.28$29,927.28154.26%3.66%$3.16$625.721.27%3.23%
AN1136$31.59$36.10$35,883.15$41,009.60$5,126.4514.29%3.04%$0.00$0.000.00%0.00%
BRK.B203.52194$165.09$185.19$33,600.02$37,690.23$4,090.2112.17%2.80%$0.00$0.000.00%0.00%
AFL803.9575$25.75$36.03$20,700.00$28,966.59$8,266.5939.94%2.15%$1.08$868.273.00%4.19%
BIDU300$97.66$96.69$29,298.44$29,007.00-$291.44-0.99%2.15%$0.00$0.000.00%0.00%
SRCL580$54.63$47.31$31,687.64$27,439.80-$4,247.84-13.41%2.04%$0.00$0.000.00%0.00%
SPGI99.995268$61.00$287.18$6,100.00$28,716.64$22,616.64370.76%2.13%$2.28$227.990.79%3.74%
LH144.1506$121.55$160.10$17,521.36$23,078.51$5,557.1531.72%1.71%$0.00$0.000.00%0.00%
MSFT147$40.09$176.35$5,893.41$25,923.45$20,030.04339.87%1.92%$2.04$299.881.16%5.09%
NSC139.23$72.54$166.94$10,100.00$23,243.06$13,143.06130.13%1.73%$3.76$523.502.25%5.18%
WMT198$69.34$121.53$13,728.34$24,062.94$10,334.6075.28%1.79%$2.12$419.761.74%3.06%
AMZN10.22523$1,745.01$2,327.75$17,843.10$23,801.78$5,958.6833.39%1.77%$0.00$0.000.00%0.00%
YORW494.183$25.80$39.66$12,750.00$19,599.30$6,849.3053.72%1.45%$0.72$355.811.82%2.79%
FISV196.25493$73.81$101.23$14,485.58$19,866.89$5,381.3137.15%1.47%$0.00$0.000.00%0.00%
NKE223$51.28$85.05$11,435.52$18,966.15$7,530.6365.85%1.41%$0.98$218.541.15%1.91%
DLTR248.03324$83.62$78.92$20,740.50$19,574.78-$1,165.72-5.62%1.45%$0.00$0.000.00%0.00%
FB103.71882$146.43$205.41$15,187.59$21,304.88$6,117.2940.28%1.58%$0.00$0.000.00%0.00%
EXC513.225$25.72$36.17$13,200.00$18,563.35$5,363.3540.63%1.38%$1.45$744.184.01%5.64%
EMR310.162544$47.72$55.53$14,800.00$17,223.33$2,423.3316.37%1.28%$2.00$620.333.60%4.19%
FFIV125.53024$129.36$137.31$16,239.05$17,236.56$997.516.14%1.28%$0.00$0.000.00%0.00%
DISCA729$18.58$21.91$13,541.81$15,972.39$2,430.5817.95%1.19%$0.00$0.000.00%0.00%
CRM110.33522$132.73$158.65$14,644.83$17,504.68$2,859.8519.53%1.30%$0.00$0.000.00%0.00%
LMT44.233058$105.15$385.23$4,651.18$17,039.90$12,388.72266.36%1.26%$9.60$424.642.49%9.13%
CHKP153.14883$102.57$104.52$15,708.49$16,007.12$298.631.90%1.19%$0.00$0.000.00%0.00%
VMW118$97.27$127.92$11,477.87$15,094.56$3,616.6931.51%1.12%$0.00$0.000.00%0.00%
GIS255.656$41.07$59.26$10,500.00$15,150.17$4,650.1744.29%1.12%$1.96$501.093.31%4.77%
AYI168.238$130.90$84.58$22,022.34$14,229.57-$7,792.77-35.39%1.06%$0.52$87.480.61%0.40%
SNY278.413$38.07$46.25$10,600.00$12,876.60$2,276.6021.48%0.96%$1.74$484.443.76%4.57%
LKQ531$22.23$25.43$11,805.17$13,503.33$1,698.1614.38%1.00%$0.00$0.000.00%0.00%
WAT70.52502$192.03$182.44$13,542.92$12,866.58-$676.34-4.99%0.96%$0.00$0.000.00%0.00%
SON266.116$36.26$47.77$9,650.00$12,712.36$3,062.3631.73%0.94%$1.72$457.723.60%4.74%
BMTC427.033039$25.52$27.98$10,900.00$11,948.38$1,048.389.62%0.89%$1.04$444.113.72%4.07%
CERN186$48.84$67.77$9,084.46$12,605.22$3,520.7638.76%0.94%$0.72$133.921.06%1.47%
DIS115$81.18$106.07$9,335.99$12,198.05$2,862.0630.66%0.91%$1.76$202.401.66%2.17%
NVS138.788$61.36$83.66$8,516.58$11,611.00$3,094.4236.33%0.86%$2.83$392.773.38%4.61%
VMI99.813$126.74$114.08$12,650.00$11,386.67-$1,263.33-9.99%0.85%$1.50$149.721.31%1.18%
BABA54$164.53$195.19$8,884.58$10,540.26$1,655.6818.64%0.78%$0.00$0.000.00%0.00%
CHDN100$90.00$95.99$9,000.16$9,599.00$598.846.65%0.71%$0.58$58.000.60%0.64%
UHS95$111.67$102.82$10,608.60$9,767.90-$840.70-7.92%0.73%$0.80$76.000.78%0.72%
ILMN33$232.95$311.25$7,687.29$10,271.25$2,583.9633.61%0.76%$0.00$0.000.00%0.00%
TCEHY190$40.78$51.39$7,748.04$9,764.10$2,016.0626.02%0.72%$0.26$49.400.51%0.64%
UAL305$25.36$28.38$7,735.58$8,655.90$920.3211.90%0.64%$0.00$0.000.00%0.00%
ESLT70$36.40$134.31$2,547.95$9,401.70$6,853.75268.99%0.70%$1.76$123.201.31%4.84%
KMX109$39.70$71.35$4,327.03$7,777.15$3,450.1279.73%0.58%$0.00$0.000.00%0.00%
PEG164.208$27.10$49.69$4,450.00$8,159.50$3,709.5083.36%0.61%$1.88$308.713.78%6.94%
PG68.38$61.42$117.56$4,200.00$8,038.75$3,838.7591.40%0.60%$2.98$203.772.53%4.85%
HSIC136$58.32$53.04$7,930.94$7,213.44-$717.50-9.05%0.54%$0.00$0.000.00%0.00%
CSX108$20.96$64.67$2,263.24$6,984.36$4,721.12208.60%0.52%$0.96$103.681.48%4.58%
NCLH450$8.89$15.13$4,000.77$6,808.50$2,807.7370.18%0.51%$0.00$0.000.00%0.00%
VIG60$59.80$111.80$3,588.01$6,708.00$3,119.9986.96%0.50%$2.13$128.031.91%3.57%
WB184$34.56$35.44$6,358.64$6,520.96$162.322.55%0.48%$0.00$0.000.00%0.00%
ULTA29$155.61$215.05$4,512.81$6,236.45$1,723.6438.19%0.46%$0.00$0.000.00%0.00%
IRBT113$52.64$59.55$5,948.65$6,729.15$780.5013.12%0.50%$0.00$0.000.00%0.00%
SAVE400$11.00$14.08$4,400.68$5,632.00$1,231.3227.98%0.42%$0.00$0.000.00%0.00%
CTSH101$55.12$56.33$5,566.77$5,689.33$122.562.20%0.42%$0.80$80.801.42%1.45%
RCL120$23.51$43.60$2,821.17$5,232.00$2,410.8385.45%0.39%$3.12$374.407.16%13.27%
K84.828$48.85$65.32$4,143.58$5,540.96$1,397.3833.72%0.41%$2.28$193.413.49%4.67%
ATGE167$22.11$31.05$3,692.65$5,185.35$1,492.7040.42%0.38%$0.00$0.000.00%0.00%
SAM11$133.65$464.00$1,470.10$5,104.00$3,633.90247.19%0.38%$0.00$0.000.00%0.00%
RLI64.730733$66.63$71.91$4,313.00$4,654.79$341.797.92%0.35%$1.92$124.282.67%2.88%
UNP29.78359$120.87$155.45$3,600.00$4,629.86$1,029.8628.61%0.34%$3.88$115.562.50%3.21%
SCHW126$33.70$36.71$4,246.72$4,625.46$378.748.92%0.34%$0.68$85.681.85%2.02%
DHR29$79.24$160.78$2,298.10$4,662.62$2,364.52102.89%0.35%$0.68$19.720.42%0.86%
TIF33$60.25$126.57$1,988.40$4,176.81$2,188.41110.06%0.31%$2.32$76.561.83%3.85%
AAN133$22.62$30.32$3,008.06$4,032.56$1,024.5034.06%0.30%$0.16$21.280.53%0.71%
GPN23$118.64$162.99$2,728.67$3,748.77$1,020.1037.38%0.28%$0.78$17.940.48%0.66%
PEP28.892185$51.92$131.35$1,500.00$3,794.99$2,294.99153.00%0.28%$3.82$110.372.91%7.36%
OMC62.026$67.01$55.46$4,156.62$3,439.96-$716.66-17.24%0.26%$2.60$161.274.69%3.88%
APA300$4.00$12.25$1,200.51$3,675.00$2,474.49206.12%0.27%$0.10$30.000.82%2.50%
LOPE40$75.01$84.07$3,000.27$3,362.80$362.5312.08%0.25%$0.00$0.000.00%0.00%
ORLY9$189.26$378.17$1,703.36$3,403.53$1,700.1799.81%0.25%$0.00$0.000.00%0.00%
MCK24$127.42$135.93$3,058.04$3,262.32$204.286.68%0.24%$1.64$39.361.21%1.29%
CPRI199$15.98$14.32$3,180.11$2,849.68-$330.43-10.39%0.21%$0.00$0.000.00%0.00%
UBER102$20.00$29.53$2,040.08$3,012.06$971.9847.64%0.22%$0.00$0.000.00%0.00%
ELAN126$15.68$24.12$1,975.11$3,039.12$1,064.0153.87%0.23%$0.00$0.000.00%0.00%
LUV100$30.00$29.88$3,000.17$2,988.00-$12.17-0.41%0.22%$0.72$72.002.41%2.40%
PAYX44.51$30.33$67.53$1,350.00$3,005.76$1,655.76122.65%0.22%$2.48$110.383.67%8.18%
AMCR307$8.44$8.69$2,589.74$2,667.83$78.093.02%0.20%$0.46$141.225.29%5.45%
OXY162$9.73$16.07$1,576.53$2,603.34$1,026.8165.13%0.19%$0.44$71.282.74%4.52%
OGS31.707$31.54$77.26$1,000.00$2,449.68$1,449.68144.97%0.18%$2.00$63.412.59%6.34%
STRA16$48.00$158.93$768.00$2,542.88$1,774.88231.10%0.19%$2.40$38.401.51%5.00%
PII34$76.53$68.65$2,602.00$2,334.10-$267.90-10.30%0.17%$2.44$82.963.55%3.19%
DPZ7$230.86$360.96$1,616.00$2,526.72$910.7256.36%0.19%$2.60$18.200.72%1.13%
NVDA7$149.00$286.00$1,043.00$2,002.00$959.0091.95%0.15%$0.64$4.480.22%0.43%
FDX16$152.76$122.83$2,444.15$1,965.28-$478.87-19.59%0.15%$2.60$41.602.12%1.70%
WELL40.3453$52.05$48.26$2,100.00$1,947.06-$152.94-7.28%0.14%$3.48$140.407.21%6.69%
PPL75.607$22.17$24.85$1,676.52$1,878.83$202.3112.07%0.14%$1.65$124.756.64%7.44%
GOOGL1.40641$1,427.14$1,333.28$2,007.14$1,875.14-$132.00-6.58%0.14%$0.00$0.000.00%0.00%
EGOV74$14.42$24.08$1,067.00$1,781.92$714.9267.00%0.13%$0.32$23.681.33%2.22%
CNC27$43.79$65.59$1,182.20$1,770.93$588.7349.80%0.13%$0.00$0.000.00%0.00%
GGG39$24.33$44.04$949.00$1,717.56$768.5680.99%0.13%$0.70$27.301.59%2.88%
NNN52.16$38.34$31.35$2,000.00$1,635.22-$364.78-18.24%0.12%$2.06$107.456.57%5.37%
BF.B27$36.66$62.59$989.71$1,689.93$700.2270.75%0.13%$0.70$18.901.12%1.91%
CBOE17$94.92$97.27$1,613.60$1,653.59$39.992.48%0.12%$1.44$24.481.48%1.52%
CCL100$11.10$14.77$1,110.17$1,477.00$366.8333.04%0.11%$0.00$0.000.00%0.00%
AAP13$115.85$118.02$1,506.02$1,534.26$28.241.88%0.11%$0.24$3.120.20%0.21%
ALB24$64.16$59.91$1,539.75$1,437.84-$101.91-6.62%0.11%$1.47$35.282.45%2.29%
SJI52.6329$21.85$27.40$1,150.00$1,442.14$292.1425.40%0.11%$1.18$62.114.31%5.40%
WUBA29$52.30$51.35$1,516.78$1,489.15-$27.63-1.82%0.11%$0.00$0.000.00%0.00%
AAPL5$94.64$291.91$473.20$1,459.55$986.35208.44%0.11%$3.08$15.401.06%3.25%
ALC27$47.53$51.71$1,283.42$1,396.17$112.758.79%0.10%$0.00$0.000.00%0.00%
SINA42$35.69$32.79$1,498.80$1,377.18-$121.62-8.11%0.10%$0.00$0.000.00%0.00%
ATVI22$45.50$64.38$1,001.00$1,416.36$415.3641.49%0.11%$0.37$8.140.57%0.81%
MDLZ27$43.55$51.37$1,175.86$1,386.99$211.1317.96%0.10%$1.14$30.782.22%2.62%
FOX48$15.75$25.08$756.01$1,203.84$447.8359.24%0.09%$0.46$22.081.83%2.92%
HDB30$47.00$41.92$1,410.00$1,257.60-$152.40-10.81%0.09%$0.32$9.600.76%0.68%
KDP48.936721$21.04$26.07$1,029.61$1,275.78$246.1723.91%0.09%$0.60$29.362.30%2.85%
SCL13$38.46$93.75$499.98$1,218.75$718.77143.76%0.09%$1.10$14.301.17%2.86%
ABMD7$185.43$184.07$1,298.00$1,288.49-$9.51-0.73%0.10%$0.00$0.000.00%0.00%
UNH4$222.00$280.75$888.00$1,123.00$235.0026.46%0.08%$4.32$17.281.54%1.95%
SQ17$60.35$63.03$1,026.00$1,071.51$45.514.44%0.08%$0.00$0.000.00%0.00%
ISRG2$490.00$501.32$980.00$1,002.64$22.642.31%0.07%$0.00$0.000.00%0.00%
TSCO10$49.99$100.08$499.90$1,000.80$500.90100.20%0.07%$1.40$14.001.40%2.80%
ICE10$56.49$88.73$564.90$887.30$322.4057.07%0.07%$1.10$11.001.24%1.95%
FZIPX106.599$6.83$7.95$728.07$847.46$119.3916.40%0.06%$0.13$13.541.60%1.86%
WTRG18.314593$27.30$41.17$500.00$754.01$254.0150.80%0.06%$0.94$17.222.28%3.44%
MMM5$172.95$147.91$864.75$739.55-$125.20-14.48%0.05%$5.76$28.803.89%3.33%
PNW9.796849$31.74$73.76$311.00$722.62$411.62132.35%0.05%$3.13$30.664.24%9.86%
HRL16$31.00$46.94$496.00$751.04$255.0451.42%0.06%$0.93$14.881.98%3.00%
AXE8$62.50$92.65$500.00$741.20$241.2048.24%0.06%$0.00$0.000.00%0.00%
BCPC7$71.00$88.65$497.00$620.55$123.5524.86%0.05%$0.52$3.640.59%0.73%
FZROX61.422$10.00$10.14$614.24$622.82$8.581.40%0.05%$0.16$10.071.62%1.64%
PYPL5$103.00$121.23$515.00$606.15$91.1517.70%0.04%$0.00$0.000.00%0.00%
EFSI22$22.85$26.85$502.70$590.70$88.0017.51%0.04%$1.04$22.883.87%4.55%
TESS88.983$8.99$5.84$800.00$519.66-$280.34-35.04%0.04%$0.62$55.1710.62%6.90%
FFIV4$116.00$137.31$464.00$549.24$85.2418.37%0.04%$0.00$0.000.00%0.00%
VAR5$106.00$112.00$530.00$560.00$30.005.66%0.04%$0.00$0.000.00%0.00%
LANC4$117.75$134.20$471.00$536.80$65.8013.97%0.04%$2.80$11.202.09%2.38%
RAVN22$22.60$21.56$497.20$474.32-$22.88-4.60%0.04%$0.52$11.442.41%2.30%
ATHM6$82.00$77.07$492.00$462.42-$29.58-6.01%0.03%$0.00$0.000.00%0.00%
GE67$7.42$6.60$496.94$442.20-$54.74-11.02%0.03%$0.04$2.680.61%0.54%
CVET28$40.05$11.80$1,121.30$330.40-$790.90-70.53%0.02%$0.00$0.000.00%0.00%
MPLX13$35.96$17.82$467.43$231.66-$235.77-50.44%0.02%$2.75$35.7515.43%7.65%
PRSP9$7.71$20.85$69.41$187.65$118.24170.35%0.01%$0.24$2.161.15%3.11%
ARLP41$26.68$3.71$1,094.01$152.11-$941.90-86.10%0.01%$0.00$0.000.00%0.00%
RCL200619C000600001$1,100.79$2.79$1,100.79$279.00-$821.7974.65%0.02%



LYG50$3.24$1.50$162.00$75.00-$87.00-53.70%0.01%$0.00$0.000.00%0.00%
TRGP7$8.09$12.19$56.66$85.33$28.6750.60%0.01%$3.64$25.4829.86%44.97%
RUTH6$21.73$10.29$130.40$61.74-$68.66-52.65%0.00%$0.00$0.000.00%0.00%
BK1$47.34$36.55$47.34$36.55-$10.79-22.79%0.00%$1.24$1.243.39%2.62%
SWPPX.677$50.09$44.80$33.91$30.33-$3.58-10.56%0.00%$0.96$0.652.15%1.92%
SNV1$36.50$19.99$36.50$19.99-$16.51-45.23%0.00%$1.32$1.326.60%3.62%
RCL200619C000800001$1,042.09$0.46$1,042.09$46.00-$996.0995.59%0.00%



WVVI1$8.36$6.03$8.36$6.03-$2.33-27.87%0.00%$0.00$0.000.00%0.00%
ZVO1$17.85$1.73$17.85$1.73-$16.12-90.31%0.00%$0.00$0.000.00%0.00%
BMY1200619P00060000-1$768.90$0.13-$768.90-$13.00$755.9098.31%0.00%



SQQQ1210115C00013000-1$499.76$0.75-$499.76-$75.00$424.7684.99%-0.01%



FAZ-20$172.08$25.47-$3,441.54-$509.40$2,932.1485.20%-0.04%



XOM220121P00035000-2$899.72$5.36-$1,799.43-$1,072.00$727.4340.43%-0.08%



FFIV210115P00110000-1$1,388.87$17.50-$1,388.87-$1,750.00-$361.13-26.00%-0.13%



SQQQ-160$69.39$12.28-$11,101.75-$1,964.80$9,136.9582.30%-0.15%



RCL200619P00060000-1$1,398.87$15.90-$1,398.87-$1,590.00-$191.13-13.66%-0.12%



RCL200619P00075000-1$908.88$28.90-$908.88-$2,890.00-$1,981.12-217.97%-0.21%



EDZ-120$56.24$39.96-$6,748.91-$4,795.20$1,953.7128.95%-0.36%



TZA-200$79.97$36.25-$15,993.84-$7,250.00$8,743.8454.67%-0.54%




My transactions in April are as follow:
StockActionCostPrice per share% of PortfolioCurrent PriceMTM P/L (%)MTM P/L ($)
CHDNNew Buy$9,000.16$90.000.54%$94.184.64%$417.84
ANAdd$4,800.34$24.000.29%$35.6048.32%$2,319.66
DISCAAdd$3,600.32$18.000.22%$21.6019.99%$719.68
WBAdd$3,200.16$32.000.19%$35.049.49%$303.84
LHAdd$3,184.10$117.690.19%$160.0035.95%$1,144.70
LOPENew Buy$3,000.27$75.010.18%$84.6712.88%$386.53
LUVNew Buy$3,000.17$30.000.18%$29.42-1.94%-$58.17
DLTRAdd$2,776.63$71.510.17%$78.539.82%$272.58
FFIVAdd$2,599.90$104.470.16%$135.6929.88%$776.96
WATAdd$2,544.39$177.710.15%$182.102.47%$62.85
FISVAdd$2,512.36$91.570.15%$101.0710.37%$260.65
UALAdd$2,500.16$25.000.15%$27.359.39%$234.84
AZOAdd$2,409.60$830.000.14%$1,002.4720.78%$500.70
BRK.BAdd$2,290.82$177.590.14%$184.824.07%$93.32
BKNGAdd$2,154.63$1,314.980.13%$1,424.448.32%$179.36
CHKPAdd$1,936.03$98.450.12%$103.034.65%$90.07
APANew Buy$1,200.51$4.000.07%$11.80194.87%$2,339.49
CCLNew Buy$1,110.17$11.100.07%$14.4930.52%$338.83
YORWAdd$286.92$42.990.02%$39.85-7.31%-$20.96
BIIBAdd$282.85$307.500.02%$295.37-3.95%-$11.16
AYIAdd$200.00$85.850.01%$82.31-4.12%-$8.25
SPGIAdd$200.00$295.930.01%$288.48-2.52%-$5.03
VMIAdd$200.00$106.720.01%$114.197.00%$13.99
OXYAdd$126.36$10.530.01%$15.6448.53%$61.32
CRMAdd$103.19$154.610.01%$157.722.01%$2.08
PEGAdd$79.60$45.490.00%$50.019.95%$7.92
GOOGLAdd$77.84$1,258.730.00%$1,337.676.27%$4.88
FBAdd$57.06$175.960.00%$204.8816.44%$9.38
AMZNAdd$41.88$2,394.510.00%$2,324.30-2.93%-$1.23
OMCAdd$30.84$53.730.00%$55.543.37%$1.04
UNPAdd$28.69$141.160.00%$156.1110.59%$3.04
SJIAdd$15.33$23.450.00%$27.3216.48%$2.53
XOMSold Out-$14,727.61$35.98-0.88%$44.1822.78%-$3,354.89

Bought$55,551.28
3.33%
18.80%$10,443.26

Sold-$14,727.61
-0.88%
22.78%-$3,354.89

Net$40,823.67
2.45%
-17.36%$7,088.37

Purchases
The stock market continued a strong rally this month from the bear market bottom on March 23. I continued to buy stocks on dips, even going to negative cash to do so, because we may never see these prices again, despite a majority of pundits calling (hoping??) for a double dip.

I made 32 stocks buys this month, to include 4 new buys: CHDN, LOPE, LUV, APA, CCL, all of which dropped a lot more than than overall market and should rebound sharply once the crisis is over. 

LUV has not done too well since my entry point, probably because Buffett is selling. APA has since skyrocketed. I wished I had dived instead of nibbled into the stock.

The smaller dollar amount of my purchases are part of my monthly investment plans and DRIPs.

Sales
I sold only XOM this month, and now wish I did not even sell that, as it has since rebounded sharply. I wanted to harvest losses and stop the tax drag by this high yield stock that has been going into debt to maintain its dividend growth streak.

My selling should be over for now, as the bear market is apparently over. I have significantly reduced my tax drag from dividends and harvested a lot of capital losses thanks to the covid bear.

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