Norbert Lou - Punch Card Management 13F Activity & Position Changes (Q3 2023)
As of Sep 30, 2023, the Punch Card Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2023. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2023, the filing reported:
New Buys - iShares 0-3 Month Treasury Bond
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2023
|
SGOV
iShares 0-3 Month Treasury Bond
|
Buy - Position Entry |
+25,100
|