We're trimming one stock and putting the cash into adding to two others.
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We're adding to a consumer name and starting a position in another. Plus, we're trimming a rallying drug stock.
It's a busy day of trading for us.
These moves are aimed at capitalizing on the market's strength this week.
We're taking half of the cash raised from the sale to add to one of the portfolio's recent spinoffs.
This sale doesn't reflect any change in our positive view on the stock.
We're taking proceeds from the sale to buy small in a megacap tech stock that has seen some recent weakness.
