I cut my three banking positions down to two by closing #JPM. I'm not a banking expert, so I'm simply reducing my risk in a sector I don't have a great feel for; your milage may vary. Plus, from a value perspective, I think my #GS position is more attractive. Nothing wrong with JPM, per se, just more of a gut call than anything. The market has been up the past few days, and I feel the need to sell something. Price: $112.94 Gain: 0.7%.

I have increased the size of the position by 27%. #GS Price: $237.90

Lowering my basis in #GS with a 0.8% buy of the portfolio. The move increases my position by 35%. Price: $249