Bridge Advisory, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Bridge Advisory, LLC opened 11 positions, added to 82, reduced 116 and sold out of 24.
- Q3 2024: Stock SCHX; Country of operation —; Class US LRG CAP ETF; Shares before 0.
- Q2 2024: Stock SGOV; Country of operation —; Class 0-3 MNTH TREASRY; Shares before 0.
- Q2 2024: Stock IUS; Country of operation —; Class RAFI STRATGIC US; Shares before 0.
- Q2 2024: Stock CPAI; Country of operation —; Class COUNTERPOINT QUA; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1847956), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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