The past couple of days had been good for the solar industry. With LDK going up for 10%+, LDK's news propelled all the other solar stocks to do well as well. This is when I decided to pull out of the stock. So I sold CSIQ for neary $400 worth of gain.
I then used the proceeds to buy PHM. I now have two stocks in housing industry. So I may decide to sell one of my housing stocks at a later time.
Below is a screen shot.
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