Signify Wealth Last Quarter Change: USA Stocks, Added

Signify Wealth quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Signify Wealth opened 0 positions, added to 3, reduced 4, sold out of 3 and left 3 unchanged. The largest increase in value was TSLA (+$2,095,826); the largest decrease was MELI (-$223,664).

TSLA: Country of operation United States; Class COM; Shares 2024-09-30 14,127; Shares 2024-12-31 14,342.
IAU: Country of operation United States; Class ISHARES NEW; Shares 2024-09-30 64,680; Shares 2024-12-31 69,176.
MSFT: Country of operation United States; Class COM; Shares 2024-09-30 2,210; Shares 2024-12-31 2,211.

Two Form 13F-HR filings compared (SEC CIK 1769062): 2024-09-30 (filed 2024-10-30) and 2024-12-31 (filed 2025-02-06). 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 2024-09-30	Shares 2024-12-31	Share change	Value 2024-09-30	Value 2024-12-31	Value change
TSLA TESLA INC	United States	COM	14,127	14,342	+215	$3,696,047	$5,791,873	+$2,095,826
IAU ISHARES GOLD TR	United States	ISHARES NEW	64,680	69,176	+4,496	$3,214,596	$3,424,904	+$210,308
MSFT MICROSOFT CORP	United States	COM	2,210	2,211	+1	$950,823	$932,044	-$18,779

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet