It's our second trim of this name this week. We right-sized the position Monday.
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We're taking proceeds from the sale to buy small in a megacap tech stock that has seen some recent weakness.
We're locking in some profits on a tech stock that faces headwinds away from the Iran war.
The sale is a matter of portfolio discipline.
We are making two trades Wednesday.
We're trimming this position to take advantage of the stock's 12% gain to start the new year.
The stock's 18% rally last week made it our largest position in the portfolio.
