Sold a significant chunk of SPY back in late December near the peak (retirement accounts so no tax burden), split that dry powder up today and bought back-in along with a couple financials that have been beat up.
In my cash accounts:
- I bought Alaska and Southwest in late March of 2020, they’ve been higher since but sold both today at 60%+
- A couple names I had smaller positions in that got lumped/nuked as hypergrowth I captured the loss and did some consolidation (kept my Zoom IPO tranche but dumped a later tranche that is down, Uber which I bought at a good price is still down/stagnant so I decided to wash-sale / revisit in 31 days, dropped Chewy off at the pound)
- Amazon is having a prime sale on their stock, added some more of that along with CRM (which I have historically timed 100% wrong but the Slack acquisition and selling on that news washed all my CRM losses and then-some)
Mostly a rebalance of the non-retirement, and several limit orders that increasingly add to 2 different funds if/as the market drops.