As I sold all my NEL shares in the primary portfolio, I bought back 1300 shares in the secondary growth portfolio for 4,47 NOK per share. This brings the total count to 4300 shares while the target is 10000 shares. I’ll keep en eye on the market situation just in case there’s a major correction which would allow me to buy back the remaining 5700 shares with simnifically lower prices. If not, I’ll buy back the shares gradually in smaller patches.
I also bought additional 230 shares of Telia Company for 40,59 SEK per share. I still like the valuation and the defensive nature of their business. This also offsets partially the now long gone Telenor position.