I just bought/sold (Part 6)

[Murdoc]

Bought more for the dividend portfolio:

British American Tobacco @$36.19

Realty Income @$59.20

[Welludee]

Nordea for both children’s portfolios at a price of 10.29e.
I didn’t think I’d get it this cheaply yet, but I’ll take it when it’s offered.

[zanttu]

New addition to the portfolio:

• Kalmar @ €27.1/share

Following today’s red day, I decided to open a position. I still have some cash left waiting in case the market continues to stay red for even longer.

[Hanhi]

Small moves in the Equity Savings Account on a red day:

• reduction: Citycon (the only one in the green)

• additions: UPM, OmaSP, Tokmanni

With a couple of additional transfers, a total of 67.5k has now been transferred to the Equity Savings Account.

[Sambuud]

Bought a little more Tokmanni for the OST (equity savings account) to celebrate Friday

[kapteeni_indeksi]

Bought 1,000 shares of IUSN (world small cap etf). Aren’t you supposed to buy small-cap stocks whenever employment is collapsing and inflation is sticky? Oh wait, darn it.

[kimsku]

@kimsku

Bought McDonald’s at a price of 256.5 dollars per share

Sold these at 274.1 USD, I couldn’t stand that green line in my portfolio during these difficult days.
Maybe an addition to Atkore or MBLY today. Or then I’ll wait until next week when they can be had for cheaper.

[CitizenJ]

Added more ZPRV, as I felt like I had to buy something during this dip.

[Mifalt]

Bought some Oroco @ 0.33 CAD for the first time in a long time. I expect the PEA2 update will be out shortly.

[Blackparta]

Taking a beating from every direction. Portfolio is full of some pretty massive drops. As a net buyer, one has to be happy.

Sold a small amount of Kojamo. It was so little that it didn’t matter.

New addition: Ulta Beauty, cautiously 3 shares @ $340.6.
It has dropped massively from its highs. In my opinion, there’s a bit too much pessimism.

[Since1878]

Adding more Metso: 100 shares @ 8.80 and 100 shares @ 8.70, because I had accidentally placed two limit orders last week… Now holding 2,350 shares and the target position of 20,000 euros was temporarily exceeded. I’ll add more around the eight level or start trimming again above ten.

[JuhaR]

@JuhaR

Usually, my portfolio is heavily leveraged. Now, instead of debt, there is cash waiting for purchases. There’s that kind of optimism in the markets again that hasn’t rubbed off on me.

Excessive optimism is indeed starting to fade in the stock market.

A small addition of Atria at 9.88. More Tokmanni added more substantially in a couple of tranches at an average price of 10.94.

The wait is long, but I’m still prepared to wait for share price pessimism to reach Kesko as well, so I can pick up more shares for my portfolio. Nordea seems to have come within a cent of my buy order limit today, but I won’t lose sleep over those.

[Marky_Mark]

Added 40 shares of the basic and boring Investor AB A @ 281.70 and 45 shares of the portfolio’s crown jewel, i.e., Okeanis @ 330 NOK. The average price for the latter rose significantly, but it felt good to add on the dip considering the strong quarters expected for the rest of the year. OET has over 300% price growth behind it in three years plus massive dividends, but let’s let the train keep chugging.

[Ninja]

Bought Intel @20.69 Shopify @53.09 Baidu @83.11. A couple more additions and I’ll be all in.

[Aapo-Artturi]

Added 200 shares of the perpetual laggard TietoEvry, luckily at the day’s low of €17.94.

Now holding 960 shares of this rocket, and the next addition will likely be at the €16.50 level.

[Kaikki_Meni]

Buy when it’s red.

Additions:
Seligson & Co OMX Helsinki 25 ETF €63.84 each
Tokmanni €10.87 each
Nordea €10.36 each

For my child: UPM €29.05 each

New entry: Intel $21.21 each

[jantze]

Evolution looks great in terms of the numbers, but after a two-month hold, there was too much uncertainty on my mind, so I sold everything. My average price for these was around 1080 SEK, meaning a loss of over 500€ from this exercise. Replaced them with Nasdaq 100 & Russell 2000 from the dip.

Sell:
65 x EVO @ 1002.5 SEK

Buy:
3 x SXRV @ 957.90€
50 x ZPRR @ 54.97€

[Perttu_Hamalainen]

A small opening in Elliptic Laboratories at the end of the day and also a return to Qt sooner than expected. I decided to reinvest some of the renovation money since I had the cash. Dividends from the holding company are still yet to be withdrawn, so the rest of the reno funds will come from there if the deep dip continues. I’m not really longing for a cash position in the portfolio, as this dip dropped the portfolio’s YTD to just a few percent in the green, so how would keeping it in cash have helped much anyway.

[Riskipreemio]

MetsäBoard is starting to hit buy prices, a small addition to reach a round number @ €6.15. I reckon the bottom has been seen now and it will turn upward by the end of the year; if not, then I’ll add more again
Similarly, added Titanium on top of existing holdings for the dividend portfolio, as it was available for under €11.

[Heinrico]

Bought the following shares at 18:20:

• UPM
• Valmet
• Kalmar

Outokumpu was under consideration, but I don’t dare before the earnings report, in case there’s an even better sale coming.