Integer Wealth Advisors Group LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2020-12-31 to 2021-03-31, Integer Wealth Advisors Group LLC opened 6 positions, added to 7, reduced 4, sold out of 3 and left 11 unchanged. The largest increase in value was TXN (+$740,000); the largest decrease was BX (-$459,000).
- JNJ: Country of operation United States; Class COM; Shares 2020-12-31 1,582; Shares 2021-03-31 3,764.
- AMZN: Country of operation United States; Class COM; Shares 2020-12-31 606; Shares 2021-03-31 659.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2020-12-31 155; Shares 2021-03-31 211.
- MCD: Country of operation United States; Class COM; Shares 2020-12-31 1,198; Shares 2021-03-31 1,425.
Two Form 13F-HR filings compared (SEC CIK 1802098): 2020-12-31 (filed 2021-01-07) and 2021-03-31 (filed 2021-04-12). 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.
| Stock | Country of operation | Class | Shares 2020-12-31 | Shares 2021-03-31 | Share change | Value 2020-12-31 | Value 2021-03-31 | Value change |
|---|---|---|---|---|---|---|---|---|
| JNJ JOHNSON & JOHNSON | United States | COM | 1,582 | 3,764 | +2,182 | $253,000 | $607,000 | +$354,000 |
| AMZN AMAZON COM INC | United States | COM | 606 | 659 | +53 | $1,902,000 | $2,223,000 | +$321,000 |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 155 | 211 | +56 | $267,000 | $479,000 | +$212,000 |
| MCD MCDONALDS CORP | United States | COM | 1,198 | 1,425 | +227 | $253,000 | $330,000 | +$77,000 |
| BA BOEING CO | United States | COM | 1,247 | 1,298 | +51 | $263,000 | $328,000 | +$65,000 |
| CAT CATERPILLAR INC | United States | COM | 1,287 | 1,288 | +1 | $250,000 | $297,000 | +$47,000 |
| NFLX NETFLIX INC | United States | COM | 575 | 576 | +1 | $288,000 | $320,000 | +$32,000 |
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