Ratio Wealth Group quarter change: USA Stocks, New
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).
- AVGO: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 201.
- OKE: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 2,576.
- JPM: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 1,025.
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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