Norbert Lou
Punch Card Management
Punch Card Management Portfolio 13F
Norbert Lou Holdings Activity
- Portfolio value:
- $346.09M≈ (-$1M≈)
- Previous value:
- $347.21M≈
- # of changes:
- 1
- New positions:
- 1
- Reported for:
- 30 Sep 2023 (Q3)
- Latest filing date:
- 14 Nov 2023
Punch Card Management has disclosed a total of 1 change to the portfolio in the (2023 Q3) SEC report(s): bought 1 totally new position(s).
What stocks did Norbert Lou buy in 2023 Q3?
During 2023 Q3 Norbert Lou has bought (SGOV) iShares 0-3 Month Treasury Bond ETF (new buy).
In the 2023 Q3 report(s) the following change has been made to the investments: (SGOV) iShares 0-3 Month Treasury Bond ETF (new buy).
1 result
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
iShares 0-3 Month Treasury Bond ETF
|
new
|
+25,100
|
25,100
|
+0.73%
|
$100.67
|
-0.02%($100.64)
|
0.73%
|
2023 Q3
|
≈ 0.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.