+2.47% gain. ER bloodbath today unless you own $AMZN. Sold $ENPH and $ABBV. Starter in $NOW and remaining proceeds to $SCHD and $O.

$ENPH - Horrible guide, solar industry too unpredictable and comments from CEO ensured this not a holding for me. Also CA new laws will weigh heavily on this company.

$ABBV - Their main driver is Humira and we see the massive impact now that biosimilars are available. Didn’t justify holding just for the dividend. Their new product revenue failed to live up to expectations and confidence in replacing lost revenue from Humira.