Ratio Wealth Group quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Ratio Wealth Group opened 3 positions, added to 4, reduced 7, sold out of 1 and left 7 unchanged. The largest increase in value was NVDA (+$903,348); the largest decrease was OZ (-$601,885).
- NVDA: Country of operation United States; Class COM; Shares 2023-12-31 1,863; Shares 2024-03-31 2,021.
- AMZN: Country of operation United States; Class COM; Shares 2023-12-31 4,173; Shares 2024-03-31 4,419.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2023-12-31 2,960; Shares 2024-03-31 2,970.
- DHT: Country of operation —; Class SHS NEW; Shares 2023-12-31 11,941; Shares 2024-03-31 12,183.
Two Form 13F-HR filings compared (SEC CIK 1971024): 2023-12-31 (filed 2024-02-13) and 2024-03-31 (filed 2024-05-13). 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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