Portfolio Actions – Test Including ETF

Aurelien Beaufils on May 16, 2026

SymbolTransaction Type (Sell/Buy)# Shares Traded
SPYBuy65
AXPBuy80
URISell100
PLTRSell450
NVDASell525

We are buying SPY and AXP.

Symbol (Add to Bullpen)
QQQ
MMM

We are adding QQQ and MMM to our bullpen

Symbol (Remove from Bullpen)
NIO
idxx

We are removing AMAT and MMM from our bullpen

SymbolRating (0 = Not Rated, 1 = Buy, 2 = StockPile, 3 = Hold, 4 = Sell)
META3
NFLX4
CRDO0
SymbolPrice Target
META600
CRDO230
SymbolPanic Price
META520
CRDO140

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