VitalStone Financial, LLC historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, VitalStone Financial, LLC opened 8 positions, added to 6, reduced 6 and sold out of 26.
- Q2 2024: Stock SUPER MICRO COMPUTER INC COM; Country of operation United States; Class Stock; Shares before 35.
- Q2 2024: Stock BLACKROCK INC COM; Country of operation United States; Class Stock; Shares before 80.
- Q2 2024: Stock UNITED STATES STL CORP NEW COM; Country of operation United States; Class Stock; Shares before 73.
- Q1 2024: Stock ARISTA NETWORKS INC COM; Country of operation United States; Class Stock; Shares before 18.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1963478), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-11); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
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