Atlas Private Wealth Management, LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2023-12-31 to 2024-03-31, Atlas Private Wealth Management, LLC opened 0 positions, added to 2, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was DEO (+$297,604); the largest decrease was SHEL (+$55,465).
- DEO: Country of operation —; Class ADR; Shares 2023-12-31 7,429; Shares 2024-03-31 9,276.
- SHEL: Country of operation —; Class ADR; Shares 2023-12-31 21,184; Shares 2024-03-31 21,620.
Two Form 13F-HR filings compared (SEC CIK 1800369): 2023-12-31 (filed 2024-01-19) and 2024-03-31 (filed 2024-04-15). 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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