{"id":1420,"date":"2022-08-25T13:56:02","date_gmt":"2022-08-25T13:56:02","guid":{"rendered":"https:\/\/www.dwelldone.fi\/?p=1420"},"modified":"2022-08-25T13:56:02","modified_gmt":"2022-08-25T13:56:02","slug":"recent-swaps-fortum-for-capman-and-kemira-warner-bros-discovery-and-orion-office-reit-for-gilead-sciences","status":"publish","type":"post","link":"https:\/\/www.dwelldone.fi\/?p=1420","title":{"rendered":"Recent Swaps: Fortum for Capman and Kemira &#038; Warner Bros. Discovery and Orion Office REIT for Gilead Sciences"},"content":{"rendered":"\n<p>Streamlining portfolios towards original primary strategy started or continued. I <strong>sold my modest Fortum position consisting of 270 shares for 10,225\u00a0EUR per share. <\/strong>This is hopefully a short to mid term exit. I still see Fortum as relevant company to own in 2025-2035 timeframe but current mess with Uniper and energy crisis is such that I expect to to easily buy these shares back in period between Q4\/22 to Q1\/23. Meanwhile I record minor loss here to offset some taxes. I used these funds to increase my positions in <strong>Kemira (70 shares bought for 12,32\u00a0EUR per share) and Capman (100 shares bought for 2,82\u00a0EUR per share)<\/strong>.<\/p>\n\n\n\n<p>While at it, I decided to also sell my <strong>Warner Bros. Discovery (79 shares sold for 13,55\u00a0USD per share)<\/strong>  <strong>and Orion Office REIT (50 shares sold for 10,08\u00a0USD per share)<\/strong> and <strong>buy additional 25 shares of Gilead Sciences for 63,59\u00a0USD per share.<\/strong> These transactions also record minor losses to offset some taxes but are likely exited permanently or at least it&#8217;s difficult to come up with reasoning for re-entry.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Streamlining portfolios towards original primary strategy started or continued. I sold my modest Fortum position consisting of 270 shares for 10,225\u00a0EUR per share. This is hopefully a short to mid term exit. I still see Fortum as relevant company to own in 2025-2035 timeframe but current mess with Uniper and energy crisis is such that [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-1420","post","type-post","status-publish","format-standard","hentry","category-investments"],"_links":{"self":[{"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/posts\/1420","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1420"}],"version-history":[{"count":1,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/posts\/1420\/revisions"}],"predecessor-version":[{"id":1421,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/posts\/1420\/revisions\/1421"}],"wp:attachment":[{"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}