I haven't made any moves in a couple weeks because I'm waiting for earnings, which I think will be largely good for my positions.
If you are curious when specific companies in the portfolio report, the earnings calendar is fully updated.
Closing out the end out of my #GOOGL position for now, as Amazon and Facebook are taking share from them. Management painted a less-than-positive picture on the earnings call. Price: $1,186.64
Let's trim some #RTN for a profit; I've had a big defense position for a long time, so let's book some gains to be safe. Price: $182.70, sold about 20% of the position.
#AMGN has some legal risk that has come to light, so I'm just going to dump it and take a very small loss. Price: $190.77