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Bridge Advisory, LLC Last Quarter Change: USA Stocks, New

Bridge Advisory, LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Bridge Advisory, LLC opened 3 positions, added to 10, reduced 14, sold out of 1 and left 2 unchanged. The largest increase in value was GLD (+$1,521,313); the largest decrease was DBE (-$363,247).

  • GLD: Country of operation United States; Class GOLD SHS; Shares 2024-06-30 0; Shares 2024-09-30 6,259.
  • NEE: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 2,373.
  • PG: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 1,157.

Two Form 13F-HR filings compared (SEC CIK 1847956): 2024-06-30 (filed 2024-07-23) and 2024-09-30 (filed 2024-10-01). 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; share change is the position change.

StockCountry of operationClassShares 2024-06-30Shares 2024-09-30Share changeValue 2024-06-30Value 2024-09-30Value change
GLD
SPDR GOLD TR
United StatesGOLD SHS06,259+6,259$0$1,521,313+$1,521,313
NEE
NEXTERA ENERGY INC
United StatesCOM02,373+2,373$0$200,578+$200,578
PG
PROCTER AND GAMBLE CO
United StatesCOM01,157+1,157$0$200,414+$200,414

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