Strategic Equity Management Purchases and Sells in Q2 2024

Strategic Equity Management

$130 Million
Q2 2024

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	65.2K + 19.14%	$58.7 - $64.78 $3.83M - $4.23M	406K $26.1M
VV	16.5K + 90.51%	$227.27 - $251.65 $3.74M - $4.14M	34.7K $8.65M
SPY	3.37K + 8.98%	$495.16 - $548.49 $1.67M - $1.85M	40.9K $22.3M
IWV	6.55K + 26.73%	$283.16 - $309.9 $1.85M - $2.03M	31K $9.58M
IVW	15.8K + 21.69%	$79.31 - $93.31 $1.25M - $1.48M	88.7K $8.21M
ITOT	7.31K + 20.13%	$108.78 - $119.23 $795K - $872K	43.6K $5.18M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	86.1K New	$54.04 - $58.09 $4.65M - $5M	86.1K $4.69M
IJH	78.4K New	$56.43 - $60.79 $4.42M - $4.76M	78.4K $4.59M
FYC	7.33K New	$60.92 - $67.49 $446K - $494K	7.33K $482K
XMLV	7.56K New	$53.37 - $56.94 $403K - $430K	7.56K $417K
RFDI	5.23K New	$61.47 - $66.33 $322K - $347K	5.23K $332K
VTEB	5.63K New	$49.55 - $50.44 $279K - $284K	5.63K $282K

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIBL	-112K - 53.3%	$36.1 - $38.73 $4.05M - $4.35M	98.4K $3.74M
CALF	-76K - 92.73%	$43.12 - $48.83 $3.28M - $3.71M	5.95K $259K
IWL	-9.63K - 13.51%	$120.51 - $134.58 $1.16M - $1.3M	61.6K $8.26M
TPHD	-15.8K - 13.0%	$34.31 - $36.21 $542K - $572K	106K $3.7M
IVV	-948 - 18.92%	$497.53 - $549.64 $472K - $521K	4.06K $2.22M
MGC	-2K - 26.07%	$177.06 - $198.62 $355K - $398K	5.68K $1.12M

Activity Summary All Purchases 34 New Holdings 12 Increased Positions 22 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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