Custom Portfolio Group LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, Custom Portfolio Group LLC opened 7 positions, added to 9, reduced 16 and sold out of 12.
- Q2 2024: Stock NVDA; Country of operation United States; Class Common Stock; Shares before 385.
- Q2 2024: Stock PHG; Country of operation —; Class Common Stock; Shares before 83.
- Q1 2024: Stock IAU; Country of operation United States; Class ETF; Shares before 133,382.
- Q1 2024: Stock GLD; Country of operation United States; Class ETF; Shares before 14,250.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2034330), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-27); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-27). 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 2023-12-31.
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