Custom Portfolio Group LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Custom Portfolio Group LLC opened 3 positions, added to 2, reduced 12, sold out of 6 and left 121 unchanged. The largest increase in value was SLV (+$263,376); the largest decrease was COP (-$152,792).
- SBGSY: Country of operation —; Class Common Stock; Shares 2024-03-31 0; Shares 2024-06-30 588.
- GEV: Country of operation United States; Class Common Stock; Shares 2024-03-31 0; Shares 2024-06-30 127.
- SOLV: Country of operation United States; Class Common Stock; Shares 2024-03-31 0; Shares 2024-06-30 2.
Two Form 13F-HR filings compared (SEC CIK 2034330): 2024-03-31 (filed 2024-08-27) and 2024-06-30 (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; share change is the position change.
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