Ratio Wealth Group quarter change: USA Bonds: Convertible Notes, Unchanged
In convertible notes that pay a coupon (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Ratio Wealth Group opened 0 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was FORUM ENERGY TECHNOLOGIES IN (+$838); the largest decrease was FORUM ENERGY TECHNOLOGIES IN (+$838).
- FORUM ENERGY TECHNOLOGIES IN: Country of operation United States; Class NOTE 9.000% 8/0; Principal 2023-12-31 $15,736; Principal 2024-03-31 $15,736.
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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